LISCIO

Liscio is a free app provided by finance and accounting advisors to their clients. The app streamlines the communication and execution of common tasks between advisor and client by providing:

• Secure document exchange
• Digital document signatures
• Client service team contact information
• Mobile notifications
• Information requests
• And much more

In order to access the features and benefits of the app, you will need a secure login. Please ask for your financial advisor for an invitation to Advisor by Liscio.

ABOUT LISCIO
Liscio is a Bloomington, Indiana-based cloud and mobile solutions company dedicated to developing technology innovations that simplify the way clients and professional firm staff connect and engage. The only client experience platform of its kind, LISCIO offers a simplified environment to organize and manage client workflow, communications and relationships.