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Overview
Lyfeguard is a specialized client data Enterprise Resource Planning (ERP) platform designed to strengthen professional relationships and streamline workflows for financial advisers, wealth managers, and legal specialists. While the customer support times may vary during peak hours, its comprehensive features, like real-time valuation and secure client collaboration, justify its adoption.
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Starting Price
Custom
Lyfeguard Specifications
Financial Management
Customer Relationship Management
Business Intelligence
Compliance and Risk Management
What Is Lyfeguard?
Lyfeguard software provides a secure, centralized ERP solution tailored for financial and legal advisory practices. The platform transforms scattered client information, from paper files to emails, into a unified digital vault, helping small to mid-sized firms solve the pain point of document sprawl and inefficient data retrieval. Users gain comprehensive control over client life administration with timely reminders and the ability to manage finances, ensuring professional preparedness for any life event. This focus ensures that advisors can maintain robust data governance.
Lyfeguard Pricing
The Lyfeguard cost is based on two plans:
- Basic: Free
- Pro: £4.99/month
Disclaimer: The pricing is subject to change.
Lyfeguard Integrations
Who Is Lyfeguard For?
Lyfeguard is ideal for a range of users, including:
- Financial advisers
- Wealth managers
- Legal specialists
- Estate planners
Is Lyfeguard Right For You?
If your firm requires an ERP solution focused specifically on client data integrity and relationship management, Lyfeguard is an exceptional choice. Its standout feature is its bank-grade security and adherence to the globally recognized ISO27001 standard, essential for compliance-heavy industries. The platform provides the clarity, connection, and control necessary to transition from reactive administration to proactive, data-driven financial advice. Choosing Lyfeguard for your enterprise allows you to secure and strategically manage your most critical resource; your client relationships.
Still not sure about Lyfeguard? Contact our support team at (661) 384-7070 for further guidance.
Lyfeguard Features
This core component utilizes secure open finance connections to over 250 financial institutions, delivering instant, accurate client portfolio valuations. Lyfeguard features this function to immediately identify wealth changes and remove the necessity for manual spreadsheet updates. This capability ensures advisors can offer proactive and data-driven recommendations.
The platform offers a secure, centralized hub where clients manage their financial and personal information, establishing a single source of truth. This 360° view enables the advisor to gain a complete understanding of client needs for holistic, personalized advice delivery.
The system dramatically speeds up the initial client acquisition process by featuring intuitive tools for efficient data and document collection. Advisors can complete onboarding in minutes rather than hours, immediately shifting focus from administrative paperwork to relationship building.
Users can safely store all important documentation in one organized, digital location, ranging from passports and wills to medical records and insurance policies. This centralized vault helps firms manage client life administration and ensures that critical documents are accessible anytime and anywhere.
Firms gain the ability to customize the client portal interface, adding their own professional logo and relevant links that appear within the client’s view. This feature supports brand reinforcement by ensuring clarity and institutional trust during every client interaction.
