Lyfeguard
The all-in-one digital platform empowering financial advisers to deliver exceptional client service and grow their practice.
What is Lyfeguard?
Lyfeguard is a comprehensive digital platform designed to empower financial advisers to deliver exceptional client service while streamlining their practice. Born from the real-life challenges of estate management, Lyfeguard offers a secure, centralised hub for organising and accessing clients' critical financial information. With features like secure document storage, Open Finance connections for a holistic financial view, automated reminders, and secure sharing options, advisers can build stronger relationships, simplify onboarding, and proactively manage client needs. Lyfeguard's intuitive interface and robust toolset make it an invaluable asset for advisers seeking to enhance efficiency, personalise service, and ultimately grow their business.
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FAQ
The official website of Lyfeguard is https://lyfeguard.com/
Lyfeguard is a comprehensive digital platform designed to empower financial advisers to deliver exceptional client service while streamlining their practice. Born from the real-life challenges of estate management, Lyfeguard offers a secure, centralised hub for organising and accessing clients' critical financial information. With features like secure document storage, Open Finance connections for a holistic financial view, automated reminders, and secure sharing options, advisers can build stronger relationships, simplify onboarding, and proactively manage client needs. Lyfeguard's intuitive interface and robust toolset make it an invaluable asset for advisers seeking to enhance efficiency, personalise service, and ultimately grow their business.
Lyfeguard belongs to the Financial Management category.
Lyfeguard offers features such as Data Visualization, Financial Analysis, Financial Reporting, Real-Time Data.
No, Lyfeguard does not offer a free trial.
Pricing
Starting at:
Pound 129/per month
Free Trial Available
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