Lyfeguard gives your firm a consented view of the client's whole life — finances, family, property, estate, health context and the events that change everything. Advisers stop working from a partial picture, and start advising on the full one.
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The problem
Between reviews, clients inherit, move house, retire, remarry, welcome grandchildren and open accounts elsewhere — and almost none of it reaches the systems firms rely on. The result shows up across the industry:
Why it matters
You can't grow what you can't see. Without visibility of the assets a client holds elsewhere, the consolidation and planning conversations that grow the relationship never start.
Client intelligence
Clients use Lyfeguard to organise everything that matters to them and their family across six areas: Personal, Financial, Property, Digital, Health, and Estate & Legacy. They add documents, connect accounts read-only, record relationships and wishes, and choose what to share with your firm. Your advisers see the client as they are today — what they own and owe, who they care for, what they're planning, what's changed — so every conversation starts from understanding, not from catching up.
From signal to action
From your client list to your opportunity list
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
Each client receives a branded invitation from your firm and is set up in minutes.
Step 2
Imports, auto-updating connections, moments to add the rest
Step 3
Give every adviser the full context of a client's life, ready before the conversation starts
Step 4
Advice needs, family connections, life events, review triggers
The platform
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 the client's full balance sheet across every provider. Every held-away pension and untouched ISA is a conversation your firm can now have first
Spouses, children, executors, inheritors: build the relationships that carry the book through the wealth transfer
A house move, a new grandchild, an updated will, a health change. The moments that create advice needs, visible when they happen
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A complete, current view of circumstances, needs, vulnerabilities and outcomes built in evidencing client understanding as-you-go
Health context, life events and circumstance changes that help your firm adapt how a client is advised, contacted and supported
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Less time fact-finding means your team walks into every meeting prepared, and spends its time where it earns most: advising
The back book
Every firm has clients it has lost touch with — relationships that came over with an acquisition, or stayed on after an adviser retired. Not unprofitable, just out of reach of the day-to-day. Lyfeguard gives those clients something genuinely worth engaging with, and gives your firm a fresh, current picture of who they are and what they need.
Client engagement
Most portals fail for one reason: they exist for the firm, not the client. Lyfeguard is the client's own tool — one organised place for their finances, property, documents, policies, key contacts and plans. Useful day to day, reassuring for the long term, and theirs to control.
Because it's theirs, they keep it accurate — no chasing, no forms, no decaying data. And your firm is the one they've trusted to be part of it: present between reviews, and first in the room when life changes.
Why Lyfeguard
Portals move documents. CRMs hold what the firm already knows. Advice platforms run the planning. All essential — and none of them built to hold the client's wider life: the family, the estate, the property, the health context, the wealth held elsewhere, the people who'll one day be sitting across the table. Lyfeguard adds that picture, working alongside the systems you already trust. It's the difference between managing a portfolio and advising a life.
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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Deploy the data infrastructure that turns static information into live intelligence
