LifeSite to Present at 2018 Annual Morningstar Investment Conference – “Engage with Clients in a Whole New Way”
June 11, 2018 (MOUNTAIN VIEW, CA) – LifeSite, an award-winning technology company, has entered into an agreement with Morningstar to utilize Morningstar’s ByAllAccounts data aggregation service in order to help customers of the LifeSite Pro enterprise product deepen engagement with clients by facilitating access to real-time financial data via secure connected services with U.S. financial institutions. Integration is underway and targeted for completion and availability September, 2018.
LifeSite will be presenting at the Morningstar Investment Conference at 8:15am on June 13, 2018 on the Fintech Stage at McCormick Place Convention Center in Chicago. Co-Founder and CEO Chris Wong, a veteran Silicon Valley executive and entrepreneur, will be sharing his expertise regarding how Fintech can help advisors collaborate with clients in new ways, deepen engagement and improve relationships.
“This event brings together leaders from throughout the financial industry to discuss the latest developments and ideas about financial advice, to help advisors identify growth opportunities, discover new perspectives, and put innovation into practice,” said Chris Wong, LifeSite CEO. “It’s incredibly exciting to team up with Morningstar and an honor to discuss how technology can help increase collaboration with clients, from the MIC Fintech Stage.”
“LifeSite users can now access checking, savings, investment, and debt accounts leveraging Morningstar ByAllAccounts and we’re excited to have LifeSite involved at this year’s Morningstar Investment Conference,” said Head of ByAllAccounts David Johnson. “Within alliances and redistributors at Morningstar, we seek creative fintech relationships that leverage our services to reach new audiences and that’s exactly what we’re doing with LifeSite.”
About LifeSite
LifeSite was founded 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. A winner of the inaugural Amazon Alexa Skills Challenge and a 2017 “Consumers’ Choice” winner at AARP Innovation@50+ LivePitch, LifeSite provides an ultra-secure, cloud-based digital safe deposit box for individuals, families, and advisors to organize, manage and share all of life’s most important information and documents. With security as its first priority, LifeSite combines secure file access and controlled, permission-based sharing with high-level document encryption and security to provide GDPR-compliant solutions. Visit
lifesite.co for more information.
