Introducing Estate Plan Navigator

June 23, 2020By Team LifeSiteAnnouncements
Introducing Estate Plan Navigator
LifeSite Makes Estate Planning Simpler by Integrating Estate Plan Navigator In our mission to create the premier online “family hub” for storing, organizing, and sharing life’s most relevant information, we’ve found that estate planning is one of the most daunting tasks for families – a duty they tend to put off over and over again, … Read More

LifeSite Partners with ParagonLabs, powered by SHRM

May 27, 2020By Team LifeSiteNews, Press Release
LifeSite Partners with ParagonLabs, powered by SHRM
LifeSite and ParagonLabs partner to offer Digital Vaulting Solution to Members May 27, 2020 – (MOUNTAIN VIEW, CA, USA) – LifeSite announces its partnership with ParagonLabs, a division powered by SHRM (Society for Human Resource Management), to offer its collaborative digital safe deposit box to members and members’ companies. One of SHRM’s newest initiatives, ParagonLabs … Read More

LifeSite Named a 2020 WealthTech 100 Company

April 28, 2020By Team LifeSiteNews, Press Release
LifeSite Named a 2020 WealthTech 100 Company
LifeSite recognized as a wealth tech visionary and innovator for the second consecutive year April 28, 2020 – (MOUNTAIN VIEW, CA, USA) – LifeSite announces that it has been selected as a 2020 “WealthTech 100″ company. LifeSite was also recognized in 2019, and is proud to be named in consecutive years among the world’s most … Read More

COVID-19 update

March 30, 2020By Team LifeSiteAnnouncements, Company Culture
COVID-19 update
A message from our CEO, Chris Wong The impact of the COVID-19 outbreak has been felt by everyone around the world. Our thoughts are with all of you during this crisis. In this time of social distancing, individuals and families are challenged to locate, organize, and share important information and documents necessary to plan and … Read More

4 steps while working from home

March 19, 2020By Team LifeSitePro Tips
4 steps while working from home
It’s only been a few short months since COVID-19 (coronavirus) first appeared and for much of the world, life as we know it has changed dramatically. As many of us are adjusting to the new normal of working from home, we are unexpectedly finding ourselves with a lot more family time. It’s the perfect opportunity … Read More

LifeSite Named a 2019 WealthTech 100 Company

April 9, 2019By Team LifeSiteNews, Press Release
LifeSite Named a 2019 WealthTech 100 Company
LifeSite recognized among tech pioneers transforming global investment industry April 10, 2019 – (MOUNTAIN VIEW, CA, USA)- LifeSite announces that it has been selected as a 2019 “WealthTech 100″ company. LifeSite is proud to be named among the world’s most innovative providers of digital solutions having a lasting impact on the wealth and asset management … Read More

MassChallenge FinTech Announces 2019 Inaugural Cohort of Top FinTech Startups

December 17, 2018By Team LifeSitePress Release
MassChallenge FinTech Announces 2019 Inaugural Cohort of Top FinTech Startups
December 17, 2018 (BOSTON) – MassChallenge, a global network of zero-equity startup accelerators, today announced the 21 startups that will join the 2019 MassChallenge FinTech inaugural program. “Our inaugural cohort represents trailblazing technologies that advance financial services, from AI-powered onboarding platforms to modern giving solutions,” said Devon Sherman, Program Director of MassChallenge FinTech. “We look … Read More

LifeSite Partners with Haven Life

August 16, 2018By Team LifeSitePress Release
LifeSite Partners with Haven Life
LifeSite Featured in New Program Benefiting Life Insurance Customers While Living August 16, 2018 (MOUNTAIN VIEW, CA) – LifeSite announces its partnership with Haven Life Insurance Agency (Haven Life) to offer its collaborative digital safe deposit box as part of Haven Life Plus – a new offering benefitting life insurance customers while they are still … Read More

LifeSite Announces Agreement with Morningstar

June 11, 2018By Team LifeSitePress Release
LifeSite Announces Agreement with Morningstar
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 … Read More

GDPR – Why Should I Worry?

May 24, 2018By Team LifeSitePro Tips
GDPR – Why Should I Worry?
Posted By Chris Wong, CEO & Chairman, LifeSite Protect your business by protecting customers While designed to protect the data privacy of EU citizens, and harmonize data privacy laws across Europe, the General Data Protection Regulation (GDPR) is reshaping the way organizations approach data protection globally. Whether or not your business is based in the … Read More