New Year’s Resolutions Match Game

December 31, 2016By Team LifeSiteCompany Culture
New Year’s Resolutions Match Game
Always wanted to know more about your favorite LifeSiter? Here’s your chance! To play, all you have to do is match every New Year’s resolution with the employee you think it belongs to. Correctly match the most resolutions, and you’ll win an official LifeSite t-shirt! No guarantee you’ll look as good as us in it, … Read More

Getting your digital preparations done over the holidays

December 19, 2016By Team LifeSitePro Tips
Getting your digital preparations done over the holidays
With the holidays just around the corner, most of us will be sitting down with family, enjoying a big meal and some good conversation. Someone might bring up the recent election, the football game, or (hopefully) the new Star Wars movie. LifeSite recommends one more important topic – digital preparations. Digital preparations mean making sure … Read More

LifeSite Pro 1.0 – Enhance your client engagement

October 26, 2016By Team LifeSiteAnnouncements, Release Notes
LifeSite Pro 1.0 – Enhance your client engagement
Welcome to LifeSite Pro, where LifeSite brings the security and collaboration of LifeSite Vault to the enterprise level. With LifeSite Pro, advisors can now manage and exchange information with their clients through our proprietary information management portal. LifeSite Pro Dashboard Comprehensive overview of all your clients including their timestamped activity. Manage Clients Sign in to … Read More

LifeSite Vault 2.3 – Secure Messaging

October 26, 2016By Team LifeSiteAnnouncements, Release Notes
LifeSite Vault 2.3 – Secure Messaging
In this latest update, you can now securely receive and send encrypted messages to your LifeSite Vault collaborators. It’s a convenient way to inform family members and trusted advisors of the changes you made or information you’d like them to review. Encrypted Communications Just like the rest of your data, all messages are encrypted within … Read More

Debut of LifeSite Pro Helps Advisors Collaborate with Clients

October 24, 2016By Team LifeSitePress Release
Debut of LifeSite Pro Helps Advisors Collaborate with Clients
LifeSite Pro Enhances Client Engagement and Streamlines Information Exchange October 24, 2016 (MOUNTAIN VIEW, CA) – LifeSite is pleased to announce the introduction of LifeSite Pro, the collaborative digital vault which enhances client engagement while streamlining information exchange and document management, especially for financial service and insurance companies. Professional service businesses, such as wealth managers … Read More

LifeSite Vault Mobile 2.1 – Turn your Smartphone into a Mobile Document Scanner

September 14, 2016By Team LifeSiteAnnouncements, Release Notes
LifeSite Vault Mobile 2.1 – Turn your Smartphone into a Mobile Document Scanner
Mobile scanning apps can be helpful tools, but few smartphone owners are actually using them. Many users are deterred by the complexity to set-up or use current scanning apps. LifeSite recognizes this and is pleased to share the newest version of our LifeSite Vault companion mobile app, designed to easily “point and shoot”, automatically store, … Read More

Happy Birthday, LifeSite!

September 2, 2016By Team LifeSiteCompany Culture
Happy Birthday, LifeSite!
Exactly one year ago LifeSite came to be. We started with nothing more than a founding team of six hungry people and their heartfelt commitment to help families; our beginnings were humble and hopeful. Since then, our team has doubled, we’ve moved into two offices, launched an iOS and Android mobile app, and are well … Read More

5 reasons I’m moving to an online file cabinet

August 14, 2016By Team LifeSitePro Tips
5 reasons I’m moving to an online file cabinet
It’s time to upgrade to an online file cabinet I’m Dr. Zach Wong and I’m making the transition to an online file cabinet. I’m a 78 year old retired physician and veteran with two adult children, and also head of my household. When I married my wife 54 years ago, I told her that day … Read More