Transform your business with a platform built for the future.
Provide your clients with a secure, personalized space to access their financial information, view progress towards goals, and communicate with you seamlessly.
Empower clients to actively participate in their financial journey. Share plans, track progress, and make data-driven decisions together.
Offer real-time access to financial data, interactive tools, and educational resources, giving your clients the clarity and confidence they need to make informed choices.
72% of clients abandon advisers due to poor communication and a lack of transparency
The Lyfeguard Client Portal bridges the communication gap with with secure and convenient features. Clients can easily access and review account information, track progress towards goals, and schedule appointments directly through the portal.
Real-time data access keeps them informed about their investment performance, portfolio allocation, and financial progress. Interactive financial planning tools empower them to visualise future scenarios and actively participate in their financial journey.
This fosters a sense of control, collaboration, and trust, leading to stronger relationships and reduced client churn.
Free up valuable time for strategic planning and high-touch client interactions
Lyfeguard automates routine tasks like document collection, onboarding procedures, and secure file sharing. The portal streamlines the client onboarding process, allowing you to efficiently gather and store essential information.
Secure document vaults ensure all client files are organised and readily accessible. Streamlined collaboration features like secure document sharing and automations significantly improve efficiency, allowing you to focus on high-value client interactions and strategic financial planning.
This frees up valuable time to develop deeper client relationships, explore new investment opportunities, and grow your practice.
Showcase innovation and deliver a superior client experience
Showcase your commitment to innovation and a superior client experience with Lyfeguard's cutting-edge client portal.
Attract new, tech-savvy clients seeking a modern, collaborative approach to wealth management. Lyfeguard's user-friendly interface and intuitive design provide a seamless experience for clients of all technical abilities. Leverage Lyfeguard's secure features like two-factor authentication and industry-standard encryption to build trust and demonstrate your commitment to data security.
A modern client portal differentiates your practice and positions you as a forward-thinking financial advisor at the forefront of technological innovation.
Cultivate a loyal client base who drive referrals and fuel practice growth
Provide a next-level client experience that sets you apart from the competition. Engaged clients become your biggest advocates, driving referrals and fueling practice growth. Lyfeguard empowers you to build stronger, more collaborative relationships through transparent communication and self-service tools.
Clients gain 24/7 secure access to their financial information, allowing them to track progress towards goals and make informed decisions. Automated features and reminders keep them engaged and on track with their financial plans.
This exceptional level of service fosters client loyalty and satisfaction, transforming them into raving fans who actively recommend your services to their network.
Provide your clients with the tools they need to achieve their financial goals, while simultaneously positioning your practice at the forefront of technological innovation and client-centric service.
Request a demo today and discover how Lyfeguard can help you transform your practice, deepen client connections, and unlock new growth opportunities.
Protect your client information with the same level of security trusted by major financial institutions. Lyfeguard utilises a multi-layered security approach to ensure your data remains confidential, private, and always accessible:
We verify your client's with a unique mobile code, adding an extra layer of protection against unauthorised access.
Industry-standard encryption keeps your client data safe, both at rest and in transit. Client information is scrambled using complex algorithms.
Only you and your authorised clients have the ability to access and decrypt their information. Lyfeguard never stores your data unencrypted, adding an extra layer of security.
Your data is housed in secure, state-of-the-art servers located in the UK, monitored around the clock to detect and mitigate any potential threats.
