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 information 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
Discover how Lyfeguard drives growth, efficiency, and retention across legal and wealth management sectors.
Turn static client files into active, billable instructions
Reactivate dormant client bases, trigger timely Will and LPA updates, connect with next-generation beneficiaries early, and eliminate inefficiencies during estate administration.
Expand your share of wallet across every client family
Surface held-away assets, identify unfulfilled financial needs, protect AUM during intergenerational transfers, and evidence Consumer Duty compliance with deeper client context.
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.
Elevate client relationships and unlock hidden value
Eliminate admin bottlenecks, accelerate document gathering, and gain immediate visibility into client assets with an enterprise-grade platform built for modern wealth managers and legal professionals.