Fully-Integrated Financial Planning Solution
With User-Friendly Advisor and Client Portals
Life Style Plan delivers a comprehensive financial planning platform to offer insights into every aspect of a client’s financial life. Wealth management is multi-faceted, as an individual must consider and manage everything from cash flow and investments, to stock performance, balances, financial plans and beyond. Life Style Plan integrates all of these areas — and many others — into a single, easy-to-use financial planning and management interface.
Life Style Plan features two user-friendly platforms: a comprehensive desktop software portal for financial advisors, financial planners, accountants and other professionals, along with a companion mobile app that’s designed for use by their clients. Both Life Style Plan platforms feature an array of integrations to allow for true centralization of an individual’s financial planning efforts.
Accounts
Management
Life Style Plan’s wealth management software includes a variety of integrations, allowing clients to access and manage their various accounts in the Account Inventory and Net Worth regions of the intuitive desktop and mobile platforms.
Cash
Flow
Cash Flow tools include Cash Flow Mapping, a Cash Flow Planning Tool and Cash Flow Blueprint feature. These wealth management tools streamline the financial management process in a centralized, easy-to-use interface.
Financial
Administration
Life Style Plan centralizes a client’s financials via integrations with a wide variety of third-party platforms. The Administration tools include that Bill Pay, Document Storage and Living To-Do List regions of the desktop platform and app.
Financial
Planning
Life Style Plan’s Financial Planning tools include a comprehensive Investment Performance overview and a Life Time Machine to offer new insights into how various financial and wealth management decisions will impact a client in the long term.
Who Uses Life Style Plan?
Life Style Plan’s financial planning software and companion mobile app platform is designed to accommodate a wide range of financial and wealth management professionals and their clients, including the following:
- Registered Investment Advisors and Financial Planners;
- Financial Counselors, Coaches and Mentors;
- Accountants, Family Offices and Financial Managers; and
- Other Finance-Related Businesses and Organizations.
The Financial Advisor Portal
Life Style Plan features a comprehensive, dynamic administrative portal for use by financial planners and other professionals. This white label platform is outfitted with a financial advisor’s logo and branding.
Life Style Plan also offers a customization of the admin portal, so it brings maximum benefit in a way that aligns with your unique operations and business structure.
Once the platform is configured and customized, it’s simply a matter of sending invites to the professionals who will be using Life Style Plan to manage their clients.
The Financial Advisor Portal
Life Style Plan features a comprehensive, dynamic administrative portal for use by financial planners and other professionals. This white label platform is outfitted with a financial advisor’s logo and branding.
Life Style Plan also offers a customization of the admin portal, so it brings maximum benefit in a way that aligns with your unique operations and business structure.
Once the platform is configured and customized, it’s simply a matter of sending invites to the professionals who will be using Life Style Plan to manage their clients.
The Life Style Plan Client Portal
The Life Style Plan client portal is packed with features that today’s finance-savvy individual needs to achieve both critical insights and peace of mind.
The Life Style Plan mobile app and companion desktop platform centralizes an individual’s financial efforts, from bill pay and cash flow management, to accounts, balances and investment access, spending overviews, to-do lists, financial planning tools and beyond.
What’s more, the Life Style Plan mobile app has a variety of integrations with third-parties such as banks, allowing for true centralization of an individual’s financial world. There is also a desktop version available for clients who prefer to manage their wealth on a larger screen.
A Comprehensive, Fully-Integrated Financial Planning Platform to Guide a Client's Financial Journey
Life Style Plan believes that a financial planner or other wealth management professional is best-positioned to guide their clients at every stage of the financial journey. “You just need the right platform,” according to Life Style Plan and that’s precisely what their interface provides.
Life Style Plan delivers a white-labeled platform which can be outfitted with a financial planner’s logo and branding. They also architect administrative portals that are customized to suit a financial professional’s unique operations and processes.
All cash flows, balances, accounts, investments and other financial assets are integrated into Life Style Plan’s platform for comprehensive insights. It’s everything a financial planner — and their client — needs to succeed, whether they’re focused on long-term planning or daily decision-making.
let's begin your digital transformation
7T (also known as SevenTablets) is a Dallas Digital Transformation company, specializing in the development of cutting-edge business solutions. Our expertise spans enterprise software development, mobile app development, web app platforms, process automation, cloud solutions and beyond. We go beyond the role of a typical third-party service provider, becoming a true business partner. 7T takes a "business first" approach to Digital Transformation, with business strategy guiding the development process. ROI is our currency as we solve hard problems with innovative Digital Transformations that propel our clients to the next level.
