Client-Centric Features, Adviser-Driven Results.

The all-in-one platform that strengthens client relationships, streamlines your workflow, and fuels business growth.

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Your Key to Deeper Insights

Richer client information with our 360° portal

Provide your clients with a secure, centralised hub for all their financial and personal information. Gain a comprehensive understanding of their needs and provide more holistic, personalised advice.

Effortless Data-Driven Advice

Real-time valuations with Open Finance

Connect to over 250 financial institutions for real-time data and a complete picture of your clients' financial health.  Provide proactive, data-driven advice and personalised recommendations with ease. 

Clients Across Generations

Stronger relationships with secure sharing


Facilitate secure information sharing between clients, their loved ones, and other trusted individuals.  Enhance communication, strengthen relationships, and gain a deeper understanding of your clients' support network.

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Reclaim Your Time

Effortless onboarding in minutes, not hours

Onboard new clients quickly and efficiently with Lyfeguard's intuitive tools. Focus on building relationships, not paperwork.

Tailored To Your Business

Enhanced branding with customisation

Brand the platform with your logo and add links to appear within their portal for clarity

Ready to elevate your practice?