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New Year’s Resolutions Match Game – THE ANSWERS

August 16, 2023January 7, 2017 by Team LifeSite

Congratulations to Jack Y., the winner of our LifeSite Match Game and a brand new LifeSite t-shirt! And thanks to everyone else for playing. Here’s the answers as well as a little bit more about each LifeSiters’ resolution. Adam (Technical Lead) Resolution: Don’t break Barney Adam finally convinced a few of us to come out … Read more

Here’s how LifeSite’s security keeps your information safe

August 16, 2023January 3, 2017 by Team LifeSite

Ever wondered how LifeSite protects your online information? Watch Grammy Wilma explore LifeSite’s patent pending security architecture, and see how we’re taking security to a whole new level. Remember, with LifeSite, you’ll never need to choose between convenience and security.

New Year’s Resolutions Match Game

August 16, 2023December 31, 2016 by Team LifeSite

Always wanted to know more about your favorite LifeSiter? Here’s your chance! To play, all you have to do is match every New Year’s resolution with the employee you think it belongs to. Correctly match the most resolutions, and you’ll win an official LifeSite t-shirt! No guarantee you’ll look as good as us in it, … Read more

Getting your digital preparations done over the holidays

August 16, 2023December 19, 2016 by Team LifeSite

With the holidays just around the corner, most of us will be sitting down with family, enjoying a big meal and some good conversation. Someone might bring up the recent election, the football game, or (hopefully) the new Star Wars movie. LifeSite recommends one more important topic – digital preparations. Digital preparations mean making sure … Read more

LifeSite Vault Mobile 2.2 – Introducing Short Form Video

August 16, 2023October 31, 2016 by Team LifeSite

If a picture is worth a thousand words, a video is worth much more. This release allows you to capture ten second videos to store within LifeSite Vault, leaving no trace of the video on your smartphone camera roll. Take as many videos as you’d like, keeping your memories organized and somewhere loved ones can … Read more

LifeSite Pro 1.0 – Enhance your client engagement

August 16, 2023October 26, 2016 by Team LifeSite

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

August 16, 2023October 26, 2016 by Team LifeSite

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

Debut of LifeSite Pro Helps Advisors Collaborate with Clients

August 16, 2023October 24, 2016 by Team LifeSite

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 … Read more

4 things your college kid can’t (shouldn’t) live without

August 16, 2023September 14, 2016 by Team LifeSite

Posted By Chris Wong, CEO & Chairman, LifeSite It’s the start of a new school year, and my wife and I recently sent our youngest child off to college. It’s always a crazy but exciting experience, and this time was no exception. One thing made the process a whole less painful, though. Secure sharing, all … Read more

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

August 16, 2023September 14, 2016 by Team LifeSite

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