Built for advisers, loved by clients.

Transform your client experience with technology powered by data.

Empower

Place clients at the heart of your practice with a secure, centralised hub.

Lyfeguard empowers your clients with a platform to manage their financial life, access personalised insights, and collaborate with you seamlessly. Build stronger relationships by providing a secure and accessible space for their complete financial picture, fostering trust and engagement.

View All Features

The Lyfeguard Adviser client page. A view of IFA software for financial advisers

Streamline

Reclaim valuable time with automated processes and a comprehensive client view.

Lyfeguard streamlines your practice with automated workflows and a 360° view of your clients' finances. Reclaim valuable time spent on manual tasks, allowing you to focus on delivering exceptional advice and growing your business with greater efficiency.

Inform

Gain unparalleled visibility with real-time connections to your clients' financial data.

Provide your clients with a comprehensive view of their entire financial picture through secure connections to over 250 financial institutions. Lyfeguard equips you with the tools to deliver real-time insights, enabling more informed and holistic advice based on a complete understanding of their financial landscape.

View Integrations

Connected accounts via Open Finance in the Lyfeguard Adviser client portal

Attract and retain clients with a cutting-edge, digital experience.

Set your practice apart by offering a modern, digital experience that resonates with today's clients. Lyfeguard provides the technology and tools you need to build a thriving practice in a competitive market, attracting new clients and fostering long-term relationships through an exceptional user experience.

Securely share information with the Trusted User functionality

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

Built for advisers, loved by clients.

Place clients at the heart of your practice with a secure, centralised hub.

Reclaim valuable time with automated processes and a comprehensive client view.

Gain unparalleled visibility with real-time connections to your clients' financial data.

Attract and retain clients with a cutting-edge, digital experience.

I am certain that Lyfeguard will change the lives of clients & advisers alike in the years to come

Our clients have hugely valued the simplicity yet sophistication of Lyfeguard

Ready to elevate your practice?