Debut of LifeSite Pro Helps Advisors Collaborate with Clients

LifeSite Pro Enhances Client Engagement and Streamlines Information Exchange

 

October 24, 2016 (MOUNTAIN VIEW, CA) – LifeSite is pleased to announce the introduction of LifeSite Pro, the collaborative digital vault which enhances client engagement while streamlining information exchange and document management, especially for financial service and insurance companies. Professional service businesses, such as wealth managers and estate planners, are improving the security and timeliness of information exchange by using LifeSite’s proprietary interactive portal to help them securely organize, store, and share their clients’ information, all in one place. And with the ability to dynamically manage and securely share personal, legal, financial and medical information, clients are empowered to expand and control information sharing with trusted advisors, and across generations.

“The collaborative features of LifeSite Pro help our clients share their documentation with us simply and efficiently,” says David Koehler, CPA, CFP®, Koehler & Associates, Certified Public Accounts. “LifeSite assists us in our client interactions so we can provide superior service.”

With LifeSite Pro, advisors can receive alerts or messages on their clients’ vault activity, enabling them to follow up promptly and assist in filling in any potential gaps in records. The ability to see exactly when a client has viewed or updated a section allows advisors to keep abreast of client activity and offer help when it’s needed.

Prior to the public release of the product, more than a dozen businesses subscribed to LifeSite Pro, in multiple industries throughout the United States and Canada, including wealth management offices, insurance companies and accounting firms.

“Your clients’ priorities and best interests should come first when you provide advice,” says Jay Fong, CFP®, CERTIFIED FINANCIAL PLANNER™, and managing partner, Concentrum Wealth Management. “LifeSite is an application that we can provide to our clients and their families, which helps us deepen engagement. If you don’t know your clients, you can’t give great advice.”

LifeSite Pro removes the scary uncertainty about sending email attachments through unprotected servers, storing confidential information without encryption on unprotected networks, or wondering about the security architecture of the network servers where trusted advisors are storing personal information.

LifeSite uses the highest level of encryption during transmission and storage, and industry-leading security protocols and access, so information entered into LifeSite Pro is actually more secure than paper records. Clients can simply and securely input and update information across a broad array of categories and designate access when ready. Advisors can also enter important policy or financial information, filling the vault with details on behalf of clients and their families.

“Advisors today are looking for new and innovative ways to expand their businesses,” reveals Paul Karasik, president, The Business Institute, leading authority in financial marketing and author. “When I was first introduced to LifeSite Pro, I realized the value the product could offer to financial planners to help maximize engagement with existing clients and energize expansion of their customer base.”

“We are excited to introduce LifeSite Pro and partner with The Business Institute as part of the launch of our new advisor-client solution, and as the next step in the growth of our company” says Chris Wong, CEO, LifeSite. “Leveraging the security and family collaboration features of our LifeSite Pro product not only helps advisors, but families overall – connecting their heads to their hearts, which has always been our mission from day one.”

LifeSite Pro is the first B2B solution from LifeSite (www.lifesite.co). LifeSite introduced the award-winning LifeSite Vault last year for individuals and families, and recently announced an upgrade to its companion LifeSite Vault mobile app, the first mobile app of its kind with integrated categorization, collaboration and document scanning functionality. LifeSite Vault users can easily “point and shoot” to seamlessly capture, organize, store, and share documents securely with their smartphone. Users can manage collaborators and permissions from their mobile phone also. By integrating mobile scanning directly into LifeSite Vault, family members can immediately scan and store important documents, and securely share them with loved ones and trusted advisors.

 

About LifeSite

Based in Silicon Valley, LifeSite was created to inspire and empower people by connecting their head and their heart — providing personal peace of mind today, and for family and loved ones tomorrow. LifeSite’s secure, convenient, and smart web-based solutions help individuals, families and “life networks” store, organize and access the most important information in their life, anytime, anywhere. With security as their first priority, LifeSite combines secure file access and controlled, permission-based sharing with high-level document encryption and security, to provide safe and smart digital storage solutions. Life’s Information. All in one place. For more information, visit lifesite.co