LifeSite Pro offers financial advisors, financial planners, and wealth managers a modern, collaborative tool to manage your client’s most important life information and documents, including finances, taxes, wills and trusts, medical records, and even passwords.

Deepen client engagement and trust with LifeSite Pro’s secure, collaborative portal which provides encrypted file sharing, real-time notifications, and secure messaging. Advisors can also track a client’s entire history which complements Redtail and any other CRM system.

Learn more about how LifeSite can deepen your client engagement at or call us at (650) 209-6321.