Built for advisers, loved by clients.
Deliver a modern, collaborative financial planning experience
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tech
Deliver a modern, collaborative financial planning experience
Request a DemoClient-centric technology. Streamlined workflows. Data-driven insights.
We prioritise exceeding expectations, ensuring your clients feel valued and supported at every step
Boost productivity with streamlined workflows, freeing up your time to focus on what matters most
Engage the digital generation with a seamless online experience tailored to their needs
Our comprehensive tools empower you to safeguard and grow your clients' wealth for the long term
Navigate complex regulations with ease, ensuring your practice remains compliant and secure
Access real-time data, comprehensive client profiles, & insights to make informed recommendations
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
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.
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.
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.
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.
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.
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.
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
Banking & Credit Cards
Investments
Loans
Pensions
Mortgages
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.
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.
