Great Features
Documents, Insurance Products, Finances, Information manage all your data simply.
Beautiful Design
Google Material based. Quality Components.
Live Support
Signup for a 12 months Professional Plan and we'll set up your portal and load all your data. Or pay one off costs for client data load.
Secure
LifeTrack employs the highest standard of security.
Your clients can lifetrack
Insurance, Finances, Documents,
Family all your data in one place.
Client Portal
Your clients can login, view their information, insurance and financial positions.
Administration
Manage what data your clients see. Load their insurance products. Track their data changes.
Interact
Direct message and chat functions to communicate with clients.
Documents
Clients can load estate, financial and other documents. Administrators can load documents against clients.
Family
Clients can load information about partners, dependents, estate planning.
Company Ownership
Track client's company ownership, and company financials.
Engage your clients
with LifeTrack SAAS Platform
Engage Clients
Give your clients a reason to keep thinking about insurance: make claims, chat with you, store their information
Understand Client Positions
Better Information means better advice: Help your clients track their personal and company finances over time.
Manage your data
Manage your data securely and privately on a world class cloud-based SAAS platform.
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