LifeSite Pro 1.0 – Enhance your client engagement

October 26, 2016By Team LifeSiteAnnouncements, Release Notes
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 … Read More

LifeSite Vault 2.3 – Secure Messaging

October 26, 2016By Team LifeSiteAnnouncements, Release Notes
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 … Read More

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

September 14, 2016By Team LifeSiteAnnouncements, Release Notes
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, … Read More