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Everything You Want to Know About Lira
Do we need to replace our existing tools or platforms to use Lira?
No. Lira layers directly on top of the tools your firm already uses — CRM, planning software, trading platforms, and custodians — with no switching, replacing, or retraining required. Your advisors keep working exactly as they do today.
Do we need to replace our existing tools or platforms to use Lira?
Integration takes about 10 minutes. Lira connects directly to your existing tools with no data migration or heavy implementation required.
How does Lira protect our clients' data?
Lira is SOC 2 Type II compliant and uses strict access controls, encryption, and full audit logs across all activity. Data stays within your existing systems, and every action is permissioned and reviewable.
What does Lira actually automate during client onboarding?
Lira automates core workflows like meeting prep, client onboarding, plan updates, and ongoing client tasks. We continuously expand coverage based on real advisor workflows, so more of your operational work gets handled over time.
How does Lira help advisors prepare for client meetings?
Advisors, operations, and support teams all use Lira to offload manual work and keep workflows moving across the firm.
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