LAS – Client Resource Portal

Client Resource Portal 

Grant clients complimentary membership access to a vast library of Legacy related resources as a value-added extension of your services


This program is designed for the advisor to provide additional value to clients immediately without any additional time commitment or involvement from you as the advisor – allowing you to continue to focus on your core competencies and providing exceptional financial advice and guidance.

CLICK HERE to see some of the tools your clients will gain access to as part of their guided experience