TimeLyft's Time & Productivity Management app helps financial advisory firms monitor staff productivity and scale company growth. Your employees (Advisors, Associates, etc) track their time utilization in our app (primarily through integrations with software they already use daily for easy and efficient tracking). The firm's management team will be able to compare the activity of all staff.
TimeLyft will show your management team the capacity level (hours spent on work activity) for each employee throughout the month, and in turn identify the capacity available for further growth. You will also be able to compare hourly profitability for each employee, as well as monthly revenue, clients, and more.
Some benefits of using TimeLyft's Time & Productivity Management app include:
With one click, employees will import their activity and revenue data from CRM systems, email calendars, and any other software they use.
Analyze the capacity, activity, client profitability and more of each employee in TimeLyft's Time & Productivity Management app.
Use TimeLyft's Insights to guide your business growth and increase revenue. TimeLyft helps advisors improve performance and allows firms to evaluate employees.
Comparison of capacity, profits, time utilization, and clients for each Advisor on your team. Exclusive to Manager accounts.
Copyright © 2020 TimeLyft Inc.- All Rights Reserved.