LifeSite Offers Collaborative Online Document Vault
LifeSite has introduced LifeSite Pro, a digital vault designed to streamline information exchange and document management.
LifeSite’s portal already allows advisors to securely share, store and organize client information and documents in a secure place. LifeSite Pro enables financial professionals and their clients to collaboratively manage and share information and documents while enjoying the protection of LifeSite’s encryption and security protocols.
Advisors will also be able to monitor activity within a client’s document vault, so they can follow up to correct any errors or fill in any gaps in records as they occur.
LifeYield Enhances Social Security Benefits Features
Software provider LifeYield has enhanced its Social Security Advantage product, adding two new features: Benefit Delay and Benefit Replacement.
The software recommends the kinds of investment and/or insurance products that could provide income during the years that clients might choose to delay Social Security benefits, or after the death of a spouse when income must be replaced.
Morningstar Rolls Out ESG Index Family For Advisors, Other Investors
Morningstar has launched a family of environmental, social and governance-focused indexes.
Indexes within the new Morningstar Sustainability Index Series include companies that exhibit high standards of sustainability while maintaining risk-adjusted return profiles similar to the broad market’s.
The company hopes the new set of 25 indexes will help investors and advisors track the sustainability of their investments and shape strategies that leverage research on ESG-based issues as interest in environmentally and socially responsible investing grows.
The indexes are based on ESG research and ratings from Sustainalytics, an independent provider of ESG and corporate governance ratings and research.
Orion Adds Intuitive Software Education Course
Orion Advisor Services has rolled out Ascent, an interactive training course to help advisors become fluent in the Orion platform as well as its integration partners.
The Ascent program includes video tutorials, interactive quizzes and staff training materials. The course engages advisors in a questionnaire that helps customize teaching materials to their skill level and learning style.
Orion says that 1,400 advisors passed 3,077 different courses and engaged in more than 1,200 hours of online training during Ascent’s beta testing in August, September and October 2016.
Ascent is now available free to all Orion clients.