LifeSite Pro dashboard

LifeSite Pro 1.0 – Enhance your client engagement

Welcome to LifeSite Pro, where LifeSite brings the security and collaboration of LifeSite Vault to the enterprise level. With LifeSite Pro, advisors can now manage and exchange information with their clients through our proprietary information management portal. LifeSite Pro Dashboard Comprehensive overview of all your clients including their timestamped activity. Manage Clients Sign in to […]

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LifeSite Vault 2.3 – Secure Messaging

In this latest update, you can now securely receive and send encrypted messages to your LifeSite Vault collaborators. It’s a convenient way to inform family members and trusted advisors of the changes you made or information you’d like them to review. Encrypted Communications Just like the rest of your data, all messages are encrypted within […]

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