Deliver the future of advice to your clients.
Focus on what matters to your clients.
The advisor that can concentrate the majority of their energy on delivering personalized advice and spending time with their clients will grow faster and build a practice that has enduring value.
- Planning and advising clients
- Trading operations
- Compliance and admin
- Business development
The normal Way
The Lifeworks Way
A better client experience.
Lifeworks Planning System
We designed our planning system to help our clients simplify their financial life, give them clarity and confidence in their financial decisions, and empower them to focus on what really matters most.
Our investment platform is at the cutting edge of innovation and strategy. We scientifically engineer quantitative investment portfolios and then customize them to each client’s unique needs. We use modern technology that allows our advisors to customize investment strategies for each client. No cookie-cutter portfolios, no outdated risk tolerance questionnaires, no expensive fund fees.
Client driven - advisor centric
Have you ever wondered why a client can open an investment account online in minutes when it takes most advisors hours or days? The answer is simple. Most software platforms used by advisors were built to be… used by advisors. There were built to be advisor-driven and client-centric. We flipped that around. Our technology allows clients to drive the process, digitally onboard, open accounts, manage their budget and finances, and have you the advisor as their co-pilot. The result is a platform that saves hours of time for you and your clients, allows you to spend more time advising clients, and focusing on what really matters.
We believe that every client should have a clear understanding of what they are paying their advisor and what their advisor is being paid for. Our transparent client-centered billing system allows our advisors to build a business model that aligns the value they provide to their clients with their fee structure.
Your story. Your purpose.
We believe that financial advising is a noble profession, and we are privileged to live at a time in human history where we can focus on helping our clients pursue their dreams and build wealth for the future. We understand that the journey everyone is on is the balance of living richly in the present while making wise decisions for the future.
Just as our clients have unique stories and purposes for their lives, we believe that you the advisor has a story to tell. We built our digital marketing platform to help you tell your story, share your expertise with the right clients, and rapidly grow your business.
The Lifeworks Solution
As an advisor on our platform, you’ll get everything you need to grow your business and service your clients.
- Values and vision
- Performance reporting and automated billing
- ACH and credit card billing system
- Communications (phone, text, video)
- E&O insurance
- Digital marketing team
- New client acquisition (done-for-you)
- Integrated estate and tax planning services
- Family Strategic Planning System
Get powerful investment tools.
See what the future of advice® looks like for your practice.
Lifeworks is taking on a limited number of qualified financial advisors in 2022. For a confidential conversation about our platform, how our client acquisition program can help you rapidly grow, and the future of your practice, schedule a time to talk with our team.