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Technology
Bridging tomorrow's technology with today's adviser
to build more efficient practices

We believe the technology and systems available through LifeMark are among the best in the broker/dealer industry.  The LifeMark website is the main portal to consolidate the resources and tools needed to service our clients and grow our advisers' practices.

Some of the various technologies that are available to LifeMark representatives include a client management system, consolidated statements, optical storage, trading platform, comprehensive financial planning, online commissions and continuing education, and a personalized LifeMark webpage for each representative.

Client Management
   ♦   Online Commissions   ♦   Consolidated Statements  

Optical Storage   ♦   Trading Platform   ♦   Financial Planning   ♦   Online Profile

 

 

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