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.

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.