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.


Capacity Analysis

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


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"


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.