Lyfeguard

Designed to foster deep and meaningful interactions, Lyfeguard gives advisers tools to gather client information and deliver personalised insights. By integrating real-time financial data with client profiles, the platform helps users to meet the expectations of clientele.

Lyfeguard also provides advisers with access to financial insights and visualisations designed to resonate with a tech-savvy clientele. The platform is tailored to meet the demands of clients who value digital innovation, offering them the control and transparency they seek for their financial management.

The software is also designed to reduce the time spent on manual tasks and administrative burdens, and facilitates quick KYC processes, fact-finding, and integration with over 250 financial institutions.

And its interconnected LyfeHubs offer a secure central data repository, featuring security protocols that ensure the safety of sensitive information, providing peace of mind for both advisers and clients.

Financial dashboard featuring real-time data and comprehensive financial visualisations offer decision report. Its Open Finance integrations provide up-to-date insights, allowing the user to offer precise, tailored advice.

Lyfeguard ultimately provides the foresight to proactively address clients' needs, ensuring their financial portfolios are not only robust but also aligned with their long-term objectives. Its approach helps advisers to deliver advice that is both insightful and impactful, paving the way for sustained financial growth and stability.