Live finances, clear dashboards, and secure sharing—so conversations move forward between meetings.
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Clients can securely store and organise the essentials—from subscriptions to wills, insurance policies to medical records—alongside their finances. Everything lives in a tidy, searchable space connected to the right household, so the right documents are always to hand when life happens. Permissioning makes privacy simple, and advisers gain a reliable source of truth that speeds up prep and reduces back-and-forth.
Printed valuations age quickly. Lyfeguard connects via secure APIs to banks, pension providers, and investment platforms, refreshing balances so both you and your clients work from the same up-to-date numbers. That means fewer last-minute document chases and more time for meaningful, goals-led conversations. With everything in one view, trends become visible sooner, surprises are rarer, and trust is easier to build.
Insight only works when it’s understood. Our dashboards translate performance, asset allocation, and goal progress into plain-English summaries with simple visuals, so even less confident clients feel in control. Reviews start faster, decisions come easier, and follow-ups are based on what truly matters.
Proactive prompts keep momentum high. Nudges can trigger from expiry dates or renewals, so every client knows when something needs to be actioned. Plans move forward between meetings, and the admin load stays light.
Inter-generational planning needs collaboration beyond the primary client. Households can invite spouses, attorneys, or executors with granular, time-based permissions, so sensitive items stay private and everyone sees exactly what they should. Access can be adjusted or revoked at any time, and activity is logged for complete transparency. The result is smoother coordination during key life events and fewer misunderstandings when the stakes are high.
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.