Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Family offices
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Secure digital vault for organizing and sharing families' important financial and personal documents.
Description
LifeSite provides a secure digital vault that helps individuals and advisors organize, store, and share important financial, health, and estate documents, simplifying recordkeeping and access for families.
Integrations
LifeSite has 2 integrations in our directory
Search below to find what you're looking for
- Redtail Level 3
- Salesforce Level 5
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
None
Developer sandbox URL
No
