TimeLyft for Financial Advisory Firms

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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:

• Scaling Growth:  Identify the capacity of your firm and the current growth potential. Is further hiring required?

• Performance Evaluation:  How are your employees performing?  Compare your team and determine where assistance with productivity is needed.

• Increase Revenue:  TimeLyft helps advisors improve their time management and productivity.  Advisors will be able to analyze each client's hourly profitability, their own time usage, and more.  Self-awareness and monitoring have been proven to improve performance.