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With Lyfeguard, you can organise your life, connect with your loved ones, and secure your financial future – all in one place. Share, track, plan, and access on the go. It's that simple.
Find out moreWith Lyfeguard, you can deepen client relationships, streamline your practice, and gain valuable insights – all in one place. Share, collaborate, secure, and simplify. It's that simple.
Find out moreLife moves fast. Work, family, bills, important documents - it's a lot to juggle, let alone start to think about planning for the future. Lyfeguard is your digital command centre that simplifies the chaos and empowers you to live life your on terms.
Store all your critical documents, financial details, and information in one secure place
Access your important information anytime, anywhere, from any device
Get timely reminders on expiry dates so nothing falls through the cracks
Get a unified, crystal-clear view of your finances across 250+ financial institutions
Effortlessly analyse your spending patterns to make smarter financial choices
Unlock long-term financial trends to make informed decisions that set you up for success
Securely grant loved ones access to the information they need, exactly when they need it
Maintain full control over who sees what, ensuring your information remains protected
Easily manage your contacts, keeping track of who is associated with what
Built for Speed
Whether you're on your laptop at home, your smartphone on the go, or your tablet on holiday, your life is always within reach.
Intuitive & Simple
We've taken the complexity out of managing your life, so you can focus on the things that truly matter.
Security-First
Your data is our top priority. We employ bank-level encryption and continuous monitoring to ensure your information is always safe and secure.
Your next steps:
Juggling client meetings, market analysis, compliance, and administrative tasks can leave little time for meaningful engagement. Lyfeguard is your digital co-pilot, designed to empower you to provide exceptional service, build trust, and grow your practice.
Simplify client management and elevate your service with a unified platform
Easily find what you need, when you need it, streamlining workflows
Streamline tasks and communication for a more efficient practice
Collaborate seamlessly with clients and team members on financial plans
Strengthen connections and share insights on collective financial goals
Facilitate smooth wealth transfer and financial planning across generations
Get comprehensive insights into client finances for a holistic 360° understanding
Deliver personalised advice based on real-time data and individual needs
Proactively identify opportunities and develop strategies for long-term financial success
Client-Centric
Seamlessly share financial plans, gather client data, and track progress together – all while fostering trust and transparency.
Data-Driven
Make informed decisions, offer personalised advice, and drive exceptional results for your clients.
Maximised Impact
Spend less time on admin and more time building a thriving practice.
I am certain that Lyfeguard will change the lives of clients & advisers alike in the years to come
Dan Graham, NextGen Planners
Our clients have hugely valued the simplicity yet sophistication of Lyfeguard
Scott Millar, Finova Money
Built-in Security
We verify your identity with both your email and a unique mobile code. This way, we know it's always you.
Your information stays between you and those you choose to share it with. No-one else can access it, not even Lyfeguard.
With several security measures in place, our UK-based server is under round-the-clock surveillance against any threats.
Providing peace-of-mind for the safety of your information
Oct 09, 2024 | 2 mins read
Learn how to automate 5 key tasks to free up time, improve accuracy, and deliver exceptional service to your clients.
Oct 09, 2024 | 3 mins read
Transform KYC from a compliance checklist to a client-centric strategy. Learn how to leverage KYC to build trust, personalise advice, & drive business growth.
Oct 09, 2024 | 3 mins read
In this comprehensive guide to protecting vulnerable clients, learn how to identify vulnerabilities, enhance communication, and safeguard client well-being.
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