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Client Management

LifeMark's Client Management System was formed in 2001 by financial advisers who were frustrated by the lack of easy-to-use and accurate practice management tools. Their collaboration resulted in a revolutionary view of how to build a data consolidation and reporting platform that’s fast, accurate and hassle-free. Today, the platform is recognized as providing reliable solutions to investment professionals and management organizations of all sizes.

Through the client management platform, financial advisers can increase their productivity and deliver better service to their clients by spending less time managing client data and spending more time building relationships. The web-based system integrates a broad range of functions—including portfolio management, data aggregation, reporting, CRM, regulatory compliance and online document management.


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