Lyfeguard Reviews
Lyfeguard

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Lyfeguard Pricing Overview

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What is 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…

Offerings

  • Does not haveFree Trial
  • Does not haveFree/Freemium Version
  • Does not havePremium Consulting/Integration Services

Entry-level set up fee?

  • No setup fee

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Lyfeguard Alternatives Pricing

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Wise

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Redtail CRM

What is Redtail CRM?

Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Claromentis

What is Claromentis?

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