TimeLyft for Financial Advisors

Increase Revenue & Improve Work/Life Balance

TimeLyft's Time & Productivity Management app helps financial advisors increase revenue, improve client profitability, and improve their work/life balance. Use our software to visualize your business activity and client profitability. Monitor your progress as you work towards improving work life-balance and income. Benefits of using our software include:

Increase Revenue: How profitable is your service model? How productive are you? Self-awareness and monitoring are crucial to improving performance.

Improved Work/Life Balance: What is your capacity level? Are you putting in too many hours for minimal results? Monitor your work activity and use TimeLyft's Insights to guide your growth.

Easy to Use Interface and Quick Input: Import data from software you use daily to import any business related activity. It just takes one click.

Pricing

How It Works

Import Data

Improve Profits and Work/Life Balance

Analyze Your Business Activity

With one click, import your client list, activity, and revenue data from CRM systems, email calendars, and any other software you use.

Analyze Your Business Activity

Improve Profits and Work/Life Balance

Analyze Your Business Activity

Analyze your capacity, activities, client profitability and more in TimeLyft's Time & Productivity Management app.

Improve Profits and Work/Life Balance

Use TimeLyft's Insights to guide your business and client acquisition.