Turn client data into client intelligence

Lyfeguard helps wealth and legal firms understand clients beyond the file: assets held elsewhere, documents missing, family relationships, life events, vulnerabilities, and the next opportunities to support them

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The infrastructure layer for modern client relationships

Your clients’ lives are changing faster than your records can keep up. A client’s true story doesn't live neatly inside a CRM, advice platform, or case management folder. It is scattered across disparate institutions, apps, family discussions, legal documents, and memories. Lyfeguard was built to bring client information together to support better outcomes.

Secure Client Hub

Create a structured, permissioned master record for deep financial and non-financial client insights that sit far beyond traditional CRM data.

Intelligent Document Storage

Empower clients to securely store, organise, and update critical documents, blending personal preparedness with professional oversight.

Automated Life-Event Alerts

Smart prompts surface key milestones, contract renewals, or shifts in client circumstances that require human conversation.

Connected Financial Data

Integrate read-only Open Finance feeds to give your team a real-time, comprehensive view of assets, liabilities, and financial context.

Dynamic Relationship Mapping

Visualise the client’s relationships, mapping spouses, beneficiaries, executors, attorneys, professional advisers and more.

Granular Permission Control

Put clients in the driving seat. They choose exactly what data to share, with whom, and when, ensuring 100% consented information.

Data Integrity & Verification

Continuously improve the completeness, freshness, and accuracy of client data across reviews, advice, and compliance workflows.

White-Labelled Client Portal

Deliver a beautifully branded, premium digital environment that extends your firm’s presence while offering standalone value to clients.

Built with specialist depth for wealth and legal firms

For Legal

Turn private client records into timely instructions

Reactivate dormant clients, prompt will and LPA reviews, strengthen beneficiary relationships, and make estate administration less fragmented when families need support.
For Wealth

Find the client value your CRM cannot see

Surface held-away assets, identify unmet needs, retain wealth through inheritance, engage family members earlier, and evidence a deeper understanding of client circumstances.

From static records to proactive relationships

A smarter way to capture, structure, and act on the information that matters most to your clients and your firm.

Richer Client Information
Gain an exhaustive, 360-degree view of your client’s life: from assets and wishes to hidden family relationships and critical documents.
Proactive Outreach
Stop waiting for clients to call. Initiate timely conversations triggered by real-life events, missing documents, and automated renewal prompts.
Higher Engagement
Give clients a genuine reason to log in. By helping them organise their personal lives, they inherently keep your firm's data current.
More Opportunities
Uncover held-away assets, identify protection gaps, map next-generation wealth, and spot organic moments where your advice is needed.
Stronger Compliance
Effortlessly evidence a profound understanding of your client's position, including evolving needs, vulnerabilities, and legal coverage.