Client-Centric Features, Adviser-Driven Results.
The all-in-one platform that strengthens client relationships, streamlines your workflow, and fuels business growth.
Register Your Interest
The all-in-one platform that strengthens client relationships, streamlines your workflow, and fuels business growth.
Register Your InterestProvide 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.
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.
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.
Onboard new clients quickly and efficiently with Lyfeguard's intuitive tools. Focus on building relationships, not paperwork.
Brand the platform with your logo and add links to appear within their portal for clarity
