LifePath Navigator

Your comprehensive CRM for life-event planning. Seamlessly manage Real Estate, Legal, and Financial Planning needs, from lead capture to client success, all in one intuitive platform.

Data types

  • Client
  • Document
  • Advisor
  • Opportunity
  • Task
  • Lead
  • MarketingCampaign
  • Seminar
  • SeminarRegistration
  • LifeEvent
  • Message
  • TrainingVideo
  • AIAdviceTemplate
  • CommunicationFlow
  • ReferralSuggestion
  • MarketingAnalytics
  • InterviewTranscript
  • AIAdvisorSession
  • DocumentAccessLog
  • Company
  • IntakeFormSubmission
  • Appointment
  • AdvisorAvailability
  • ReferralPartner
  • ClientNote
  • AdvisorOnboarding
  • FinancialGoal
  • AuditLog
  • ClientFeedback
  • TrainingRecommendation
  • TrainingProgress
  • SimulatedInteraction
  • ComplianceReport
  • SecurityIncident
  • AccessReview
  • DataRetentionPolicy
  • ClientPlanReview
  • EmailTemplate
  • ClientRelationship
  • ClientReferral
  • PortalDelegation
  • ClientAchievement
  • ClientPoints
  • DiscoveryFormSubmission
  • CalendlyConnection
  • CalendlyWebhookSubscription
  • CalendarEvent
  • ClientOnboarding
  • FinancialPlan
  • FinancialGoalTracking
  • InvestmentAccount
  • RetirementProjection
  • FinancialScenario
  • EmailSequence
  • LeadEngagement
  • LeadStatus
  • OnboardingTemplate
  • CommunicationLog
  • FollowUpReminder
  • ClientSegment
  • ClientBucketList
  • Interview
  • Household
  • Meeting
  • ConversationArtifact
  • ClientFact
  • ActionItem
  • RiskFlag
  • ComplianceEvent
  • DataRequest
  • ClientReviewCycle
  • AutomationSuggestion
  • AdvisorStateParticipation
  • PlatformDisclosure
  • PlatformConductEvent
  • StateCapacityConfig
  • EmployerAccount
  • EmployeeEntitlement
  • AuthRecoveryToken