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How Our App Benefits Financial Professionals

Using TimeLyft's easy to use interface you can access capacity, revenue, and client insights to:

  • Improve productivity and revenue
  • As an Advisor, prepare reports for Performance Appraisals
  • As a Manager, take an in depth look at your Advisors' performance
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What We Deliver

TimeLyft's Monthly Insights consist of 4 major sections:

Client Overview

Get an overlook of time spent with clients, how much revenue they generate and who are the most/least profitable.

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Capacity Analysis

Understand how much of your time is spent client facing, developing new business and internally.

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Profit Insights

Better understand the profits you're making from each client.

Most Profitable Clients - How to clone and duplicate these types of clients

Least Profitable Clients - How to reduce time spent with these clients, or, eliminate the "time wasters"

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Growth Guide

Understand your earning potential and how to best grow.

  • Optimal Ratio for Client Types
  • Earning potential of a new client
  • Opportunity time from reducing or eliminating a client.
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