Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor
Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground up to provide all of the financial planning, onboarding and digital marketing components needed to build a sustainable and fast-growing, fee-based financial planning practice.
Lifeworks Advisors’ advisor solution consists of an, “all-in-one” technology system that includes contact and client management, financial planning, reporting, compliance and digital client engagement tools deeply integrated into custody, trading, and clearing to provide a truly differentiated advisor and client experience.
“As breakaway advisors ourselves, we needed to solve for all of the components needed to provide a winning client experience and found ourselves with a disparate array of dozens of unconnected software applications and were unable to deliver the type of personalized advice and planning clients want today.” said Ron Bullis, President and Founder of Lifeworks Advisors. “So, we decided to build it from the ground up, using a unified data model and cutting edge, Cloud Native technologies to create one environment for advisors to collaborate with their clients in a fee-based financial planning and wealth management relationship.”
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Lifeworks Advisors financial advisor platform provides growth-minded advisors with proven systems, tools and templates to support a scalable, fee-based, subscription model for financial planning and wealth management, including automated digital onboarding, ACH and credit card processing, combined with a digital marketing solution to drive growth of ideal prospects, all delivered under one modern and unified advisor and client technology experience.
“Current research with clients shows that wealth management is broken. Clients are dissatisfied with the lack of transparency into how they are paying for their financial advisor and fundamentally don’t trust how financial and investment products are priced and delivered,” said Bullis. “Our vision and mission is to change that perception through our unified technology and fee-based financial planning model, so that advisors can gain powerful efficiencies and scale while delivering a transparent, personalized and winning client experience.”
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