Lifesite

LifeSite is the most comprehensive life and family management cloud-based platform available, providing a single secure place for critical personal information related to family records and documents. You can safely access this information anytime, anywhere using our mobile app and/or Amazon Echo Skill. Financial advisors/agents can engage with clients deeper by discovering the information in clients’ LifeSite vaults. This holistic view of clients lives leads to bespoke advice.

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