TimeLyft’s Time & Productivity Management software helps both Financial Advisors and Advisory Firms achieve their goals. Our software has been carefully developed through consultation with Advisory firms across the United States and Canada.

Advisory firms use TimeLyft to scale growth and improve team performance. 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). 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.

Advisors use TimeLyft to increase revenue and improve 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. How profitable is your service model? How productive are you? Self-awareness and monitoring are crucial to improving performance.