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Technology
Consolidated Statements
 

It's easier.  The client management system is extremely easy to use.  The system "works the way you do" without regard to whether the user is the client, broker, or manager.  LifeMark's system was initially designed by an adviser who was dissatisfied with the Customer Relationship Management (CRM) software systems he had purchased for use in his own business.  The result is a platform that is fast and easy to use, with an adviser's emphasis on production and efficiency.

Account Aggregation
Web-based client access.
Multiple reporting options make it easy to present the portfolio.
Aggregate statements by individuals or households.

 

 

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