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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LifeSite 2.1 mobile scanner

LifeSite Vault Mobile 2.1 – Turn your Smartphone into a Mobile Document Scanner

Mobile scanning apps can be helpful tools, but few smartphone owners are actually using them. Many users are deterred by the complexity to set-up or use current scanning apps. LifeSite recognizes this and is pleased to share the newest version of our LifeSite Vault companion mobile app, designed to easily “point and shoot”, automatically store, […]

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LifeSite Vault Mobile 2.0 – Access, Upload, and Collaborate from your phone

Collaborating with other users on LifeSite Vault? Now you can access information from all your accounts from the mobile app. And files are easily integrated between your phone and your LifeSite Vault. Manage multiple accounts Easily switch between LifeSite Vault accounts from the main menu ( ). Want to share your information with a loved […]

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LifeSite Vault 2.0 – Announcing LifeSite Vault Plus

This month, we’re announcing the release of LifeSite Vault Plus, our first subscription product. LifeSite Vault Plus is a natural evolution from LifeSite Vault Basic, building on the same secure organized system you’re familiar with, combined with the ability to co-manage and selectively share all your life’s most important information with anyone you trust: family […]

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