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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.











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.











Optimized
Helicopter
Sales Platform


Cash Flow Management
Investment & Balance Monitoring


Team Member Directory
KPI and Goal Setting


Stand-Alone Mobile App Available
AI-Powered Sentiment Analysis
Robust User-Friendly Admin Portal


User Agreements
With Real Time
Signature Tools


Enterprise Platform
And Insurance MLM
Mobile App


Uniform
Measuring
Mobile App


Garment
Measuring
Mobile App


Warehouse
Management
Solutions


Sharps Ranking
Automated App Testing


Portal ERP With Back-Office
Integration


Warehouse
Management
Solutions