Broker Check

Flexible Technology

Client Centered

The technology hub for your business begins with our advisor AdviceNext™ website platform. 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. Product tools, market access, practice management and compliance are just a few of the items covered. 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.