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Wealth Utilities

LifeArcPlan

Elevate client engagement with intelligent data gathering.

"LifeArcPlan streamlines the client onboarding process for RIAs by automating data collection and enhancing client engagement. It provides a secure and efficient platform for gathering financial information, risk tolerance, and investment goals. Firms use LifeArcPlan to improve client experience, reduce manual data entry, and accelerate the financial planning process."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #188 in Wealth Utilities
Validated Adoption
32 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated data aggregation
Interactive client questionnaires
Personalized financial planning tools
Secure data storage
Client communication portal

Primary Use Cases

Onboarding new clients
Updating client information annually
Gathering data for financial planning

Agentic Intelligence Briefing

"LifeArcPlan helps financial advisors gather and utilize client data more effectively to create personalized financial plans and improve client engagement."

Real-time Forensic Synthesis

Competitive Strengths

Streamlines client data gathering
Improves client engagement
Potentially reduces manual data entry

Adoption Hazards

Unknown pricing model is a concern
Lack of information about integrations with other RIA tools
Unclear differentiation from competitors without more details

Stack Compatibility Profile

How LifeArcPlan integrates into institutional RIA stacks.

32 Firms Analyzed
Nitrogen Wealth
88%
Stack Correlation
Riskalyze Online
88%
Stack Correlation
NDEX
72%
Stack Correlation
ROL
69%
Stack Correlation
Elements Financial Planning
63%
Stack Correlation
Advisor Websites (Responsive)
56%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Financial advisors and Registered Investment Advisors (RIAs)
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Calendly
2Hubly
3Wealthbox

Value Proposition

"LifeArcPlan helps RIAs efficiently onboard and engage clients through streamlined data gathering, freeing up valuable time for advisory services."

Audit Your RIA Stack

See how LifeArcPlan fits into your overall tech efficiency score.

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Acclivity

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AdvicePay

AdvicePay: Modern billing for modern financial advisors.

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