Liscio is a free app provided by finance and accounting advisors to their clients. The Liscio app packs the same features as the standard Liscio app but adds secure messaging.
The app streamlines the communication and execution of common tasks between advisor and client by providing:
• Secure messaging
• Secure document exchange
• Client service team contact information
• Mobile notifications
• Information requests
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.