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.

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Real-time

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.

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Generational

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

Effortless onboarding in minutes, not hours

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

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Customisable

Enhanced branding with customisation

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

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