Financial planning workspace
Turn client conversations into clear next steps.
A calmer planning workspace that helps advisers prepare, review and follow through with every household.
- Client context
- Plan choices
- Adviser review
- Next action
Built around the advice process, not more admin.
LifeCharter gives advisers one place to move from discovery to a clear, reviewable plan conversation.
It connects household context, planning choices and follow-up actions while keeping professional judgement at the centre.
One continuous client story.
Each stage keeps the reason behind the plan visible to the adviser.
Capture
Bring household context, priorities and meeting notes into one working view.
Prepare
Turn the client story into meeting-ready scenarios, projections and talking points.
Review
Keep adviser judgement in the loop before anything becomes client-facing.
Follow through
Carry agreed actions into the next conversation without losing the thread.
A plan clients can discuss
Make trade-offs visible, without turning the meeting into a spreadsheet lesson.
Bring retirement goals, cashflow, protection and scenarios into a view designed for an adviser-led conversation.
- Household goals stay connected to the numbers.
- Scenarios show the effect of each planning choice.
- Review points remain visible before follow-up.
Beyond the planner
One workspace for the whole practice.
Three of these are open as sample sandboxes below. Try them with fictional data, no sign-in needed.
Performance and MDRT
Follow commissions and production against MDRT milestones without a spreadsheet on the side.
Try the performance sandbox
Client appreciation
Plan birthday and festive gifting campaigns so every client feels remembered at the right moment.
Try the gifting sandbox
Claims and documents
Track each claim from filing to outcome, with supporting documents kept together in a client vault.
Try the claims sandbox
Clients and prospects
Keep every household, contact and policy detail current in one roster, from first meeting to long-term review.
Policy documents, read for you
Upload a policy PDF and LifeCharter drafts the coverage details, ready for the adviser to check and confirm.
Meeting-ready reports
Turn a reviewed plan into a clear, client-facing summary the household can take home.
The adviser remains the review gate.
LifeCharter helps organise and prepare the work. Recommendations, suitability and client-facing decisions remain with the adviser.
- Context before calculation
- Review before presentation
- Actions after agreement
A clearer next meeting starts before the meeting.
See how LifeCharter can fit the way your practice prepares, reviews and follows through.