Flexible Technology

The technology hub for you business begins with LFAPlanner.com. This resource provides client data seamlessly integrated with many of LFA’s software applications. From portfolio analysis and management, to true fee-based financial planning, contact management and household performance reporting with many different reporting possibilities to share with clients. These are but a few options you need to manage your business efficiently. In addition, you will find numerous other very useful tools including Virtual University, product tools, market access, practice management and compliance. Each of these has drop-down menus with a myriad of other topics for your use. All of this is designed to help increase your productivity and streamline your workflow and operations and provide you a competitive edge in managing all of your relationships. And all of this can be easily accessed, 24/7, from any internet connection.