Lyfeguard 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Lyfeguard

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Pricing

Starting at £129.00 per month

About Lyfeguard

Lyfeguard is the solution financial advisers have been waiting for to overcome the challenges of managing complex client data. Our comprehensive platform provides a secure, centralised hub for client information, documents, and financial insights. With Lyfeguard, advisers can simplify onboarding, gain a holistic view of client finances through Open Finance connections, and proactively manage client needs with automated reminders. Secure sharing options facilitate collaboration, while the intuitive interface and robust toolset empower advisers to deliver personalized service, build stronger relationships, and ultimately grow their practice. Lyfeguard is the trusted partner for advisors seeking to elevate their business and provide exceptional client experiences.

Lyfeguard Screenshots

Lyfeguard Pricing and Plans

Starting price: £129.00 per month

Free Trial

Free Version

Adviser

£129.00

flat rate, per month

No plan information available

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Lyfeguard Features

Popular features found in Financial Management
Budgeting/Forecasting
Cash Management
Multi-Currency
Project Management
Revenue Recognition
Tax Management
More features of Lyfeguard
API
Compliance Management
Dashboard Creation
Data Visualization
Financial Analysis
Financial Reporting
Planning Tools
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Reporting
Third-Party Integrations
Transaction History
Transaction Monitoring
User Management