Built for advisers, loved by clients.
Deliver a modern, collaborative financial planning experience
Request a DemoDeliver a modern, collaborative financial planning experience
Request a DemoEmpower them with a secure, centralised platform to manage their financial life, access personalised insights, and collaborate with you seamlessly. Build stronger relationships, provide more holistic advice, and deliver an exceptional client experience.
Dan Graham, NextGen Planners
Scott Millar, Finova Money
Lyfeguard empowers you to build stronger client relationships with a platform that prioritises their needs. Provide a secure, centralised hub for their entire financial life, with on-the-go access, personalised insights, and tools for collaboration. Benefits include unlimited cloud storage, on-the-go access, handy reminders for upcoming expiry dates, financial dashboards & personalised insights, real-time connectivity with Open Finance, and secure sharing with family and loved ones.
Lyfeguard streamlines your practice with automated workflows and a 360° view of your clients' finances. Reclaim valuable time and focus on what matters most – providing exceptional advice and growing your business.
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, including those for banking & credit cards, investments, loans, pensions, and mortgages.
Attract and retain clients with a modern, digital experience that sets you apart. Lyfeguard provides the tools and technology you need to build a thriving practice in today's competitive market.
