Technology

Lifeworks has developed a seamless and intuitive client experience that connects all segments of the wealth management process.

Simple Digital Onboarding

Guided and intuitive data gathering that allows you to onboard on your time, enter your pertinent financial information, and collaborate with your advisor during onboarding + data gathering.

Integrated Document and Disclosure Signing

Disclosures and document signing is seamless and integrated into the platform.

Transparent and Straightforward Billing

Billing that’s simple, monthly, and transparent. No hidden account fees, no commission fees, no trading fees, and no surprises.

Seamless Performance Reporting

A complete look at your performance, asset allocation, and gains across multiple timelines.

Simple Digital Onboarding

Guided and intuitive data gathering that allows you to onboard on your time, enter your pertinent financial information, and collaborate with your advisor during onboarding + data gathering.

Integrated Document and Disclosure Signing

Disclosures and document signing is seamless and integrated into the platform.

Transparent and Straightforward Billing

Billing that’s simple, monthly, and transparent. No hidden account fees, no commission fees, no trading fees, and no surprises.

Seamless Performance Reporting

A complete look at your performance, asset allocation, and gains across multiple timelines.