Lyfeguard gives wealth firms a permissioned view of held-away assets, family relationships, life events, vulnerabilities, and missing information, so advisers can prioritise the conversations that protect and grow AUM.
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The problem
Your firm may already hold the relationship, but not the full picture. A client’s assets may sit across multiple providers. Family members may be unknown. Beneficiaries may be about to inherit. Protection gaps, vulnerability signals, property changes, pensions, liabilities, and life events may sit outside the systems your advisers use every day. When that information is missing, opportunities are missed. Reviews become backward-looking. Advisers spend time chasing facts. AUM leaks away. Inheritors move elsewhere. Consumer Duty evidence depends on partial records.
Why it matters
The growth opportunity is often already inside the client base. Without a clear view of external assets, family wealth and adjacent needs, advisers can miss the money clients hold elsewhere until another firm captures it.
Lyfeguard helps clients organise their important information while giving your firm consented visibility of the context that drives better advice. Clients add documents, connect accounts read-only where relevant, record family relationships, update important details, and share selected information with your firm. Your advisers can then see more than a static CRM record. They can understand what the client owns, what is missing, who is connected, what has changed, and where a timely conversation could protect or grow the relationship.
From signal to action
How firms use Lyfeguard
We create a secure, client-controlled record of the documents, details, relationships and life events that matter — then turn that information into structured insight your firm can act on.
Step 1
Start with the client information your firm already holds, including active clients, dormant clients, legacy books, or selected segments.
Step 2
Clients add documents, connect read-only financial accounts, verify key details, record family relationships, and share selected information with your firm.
Step 3
Lyfeguard organises information across personal, financial, property, digital, health, and estate areas, giving advisers a richer view of the client’s circumstances.
Step 4
Your team can identify held-away assets, missing information, review triggers, family relationships, life events, and client segments needing attention.
Built for the economics of modern advice
Margin pressure, Consumer Duty, and the great wealth transfer are reshaping what a profitable advice firm looks like. Lyfeguard is built for the firms adapting to that reality.
See where a client’s wider financial life may sit beyond your existing platform, including accounts, savings, pensions, investments, liabilities, and property context.
Understand the people connected to the client, including spouses, partners, children, beneficiaries, executors, attorneys, and future inheritors.
Identify moments where adviser action may be valuable, from missing documents and external assets to life-stage changes and estate planning needs.
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Support a more complete, current, and contextual view of client circumstances, needs, vulnerabilities, and outcomes.
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Recognise circumstances that may affect advice, communication, support, or review processes.
Give advisers more context before conversations, reduce fact-finding friction, and focus time on the clients and opportunities that matter.
Every firm has clients who have not been meaningfully reviewed in years. They are not necessarily unprofitable. They are often invisible.
Lyfeguard helps light up the back book by giving clients a reason to re-engage and giving your firm a structured way to identify where value, risk, and need may be sitting.
Clients are more likely to maintain information when it gives them something valuable in return. Lyfeguard helps them organise documents, accounts, policies, property details, wishes, and trusted contacts in one secure place.
For the client, this means preparedness and control. For the adviser, it means richer context, better conversations, and a more complete understanding of the relationship.
Client portals help exchange documents. CRMs record what the firm already knows. Advice platforms support planning and administration. Lyfeguard adds the structured personal-information layer that sits around all of them.
It helps connect the client’s financial life with the rest of their life: family, estate, property, documents, digital accounts, health context, providers, wishes, and the people who may one day need to be involved.
FAQ
No. Lyfeguard adds a client intelligence layer around your existing systems. It helps capture and structure information those systems often do not hold, including held-away assets, family relationships, estate details, documents, and life-stage context.
Clients use Lyfeguard because it helps them organise their own lives. They can store important documents, connect accounts read-only, record key contacts, and choose what to share with family or professionals.
No. Financial connections are read-only by design. Lyfeguard can help clients and advisers see information, but it cannot move money.
Lyfeguard helps firms build a more complete and current picture of client circumstances, needs, vulnerabilities, family context, and financial position. That can support better conversations, better records, and more relevant client support.
Yes. Lyfeguard can help firms give dormant or under-engaged clients a practical reason to reconnect, while also surfacing information that may indicate advice, review, consolidation, or retention opportunities.
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