Advisor Portal Introduction
Key Features
- Search for accounts, clients or households
- View detailed information about your clients such as accounts, assets and transactions
- Create pdf reports on a household or account including performance reports
- Log in as your clients and see what they see, including accounts outside of LifePro Asset Management
- Create detailed financial plans for your clients that both you and them can see and update when needed.
Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. As such, information in these materials may change at any time and without notice. This communication is in no way a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Investments involve risk and are not guaranteed.
