Smart Software for Modern Advisers

Automate tasks, gain insights, and focus on what matters most - your clients

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Empowering advisers with client centric, cutting-edge technology designed to deepen connections with clients

Unmatched Client Satisfaction

We prioritise exceeding expectations, ensuring your clients feel valued and supported at every step

Effortless Efficiency

Boost productivity with streamlined workflows, freeing up your time to focus on what matters most

Attract the Modern Client

Engage the digital generation with a seamless online experience tailored to their needs

Secure Wealth for Generations

Our comprehensive tools empower you to safeguard and grow your clients' wealth for the long term

Navigate Regulations with Ease

Stay compliant with confidence. Lyfeguard simplifies adherence to complex regulations

Transform Data into Action

Gain valuable insights from your data to make informed decisions and optimise your client experience

"The essence of financial planning is all about empowering people to work towards and accomplish their goals while supporting them to stay on track. From the first time we used Lyfeguard it was clear it had been designed to empower clients to take control of every aspect of their personal finances. One of the main aspects of wellbeing is centred around finances, and being in control of daily finances is a key pillar of financial wellbeing. Our clients have hugely valued the simplicity yet sophistication of Lyfeguard which has enabled them to take back control of their personal finances."

Scott Millar
Co-founder and CFP at Finova Money

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A Lyfeguard phone showing the insights screen of the app

"I am extremely excited to see how Lyfeguard is going to revolutionise the financial planning profession in the near future. The technology that the team have built is innovative, very intuitive and incredibly user-friendly. From a design perspective, the platform is beautiful and easy to use, and clearly a lot of time and effort has gone in to every element. Their client-focused values and vision for what they are looking to achieve are just what the financial planning profession is crying out for. I am certain that Lyfeguard will change the lives of clients and advisers alike in the years to come."

Dan Graham
Head of Marketing at NextGen Planners

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A Lyfeguard phone showing the home screen of the app

Elevate Client Relationships

Designed to foster deep and meaningful interactions, Lyfeguard empowers advisers with the tools to seamlessly gather client information and deliver personalised insights. By integrating real-time financial data with comprehensive client profiles, our platform enables you to meet and surpass the evolving expectations of your clientele, ensuring unparalleled satisfaction.



Attract Next-Gen Clientele

Capture the attention and loyalty of the digital-first generation with an unmatched online experience. Lyfeguard is at the forefront of the modern financial landscape, providing advisers with instant access to financial insights and visualisations that resonate with a tech-savvy clientele. Our platform is tailored to meet the demands of clients who value digital innovation, offering them the control and transparency they seek for their financial management.



Future-Proof Software

Lyfeguard homescreen view on an iPhone

Efficient Operations

Streamline your processes with our innovative solutions, reducing the time spent on manual tasks and administrative burdens. Our platform facilitates quick KYC processes, comprehensive fact-finding, and seamless integration with over 250 financial institutions, creating more time for what matters most: your clients. 




Unified Data

The best decisions are made with the best information. Our interconnected LyfeHubs offer a secure and accessible central data repository. Say goodbye to fragmented solutions and embrace the convenience of comprehensive data management. Our robust security protocols ensure the safety of sensitive information, providing peace of mind for both advisers and clients.



Our Client Portal

The Lyfeguard Adviser client page. A view of IFA software for financial advisers

Financial Clarity

Make informed decisions with our financial dashboard, featuring real-time data and comprehensive financial visualisations. Our Open Finance integrations provide clear, up-to-date insights, allowing you to offer precise, tailored advice.


 


Insights Unlocked

With Lyfeguard, you gain the foresight to proactively address your clients' needs, ensuring their financial portfolios are not only robust but also aligned with their long-term objectives. This strategic approach empowers advisers to deliver advice that is both insightful and impactful, paving the way for sustained financial growth and stability.

The financial visualisations in the Lyfeguard Adviser client portal

Unparalleled Visibility


Your clients need a comprehensive view of their entire financial picture. Lyfeguard equips you with the tools to deliver just that,  providing secure connections to over 250 financial institutions, encompassing:


Banking & Credit Cards: Consolidate client account management for current, savings, credit cards, and other banking needs. Gain insights into client spending habits and track overall account activity.


Investments: Offer a holistic view of client investment portfolios across various platforms.


Loans: Empower clients to effortlessly track loan balances and repayment schedules for all loan types.


Pensions: Facilitate informed retirement planning decisions with clear visibility into client pension accounts.


Mortgages: Simplify mortgage management for clients, allowing them to track progress toward homeownership goals.



View All Available Connections

Connected accounts via Open Finance in the Lyfeguard Adviser client portal

Transparent Partnerships

In today's digital and post-pandemic environment, the adviser-client relationship is more crucial than ever. Lyfeguard is purpose-built to strengthen this bond, offering features that streamline interactions and deepen connections. Our platform doesn't just provide a service; it enhances the client experience, setting your business apart.



Client-Centricity

 In an era where personalised service is not just preferred but expected, positioning your advisory as client-centric is key to enduring success. Lyfeguard champions this ethos by delivering a platform that not only meets but anticipates the needs of your clients. This focus on client-centricity ensures that your business is not just current but ahead of the curve, ready for the future.



Empower Clients

Securely share information with the Trusted User functionality

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