Independent Financial Advisers
All of your client's information at the click of a button
From onboarding to ongoing advisory support
Superior service with added value for clients
With the facts at hand, focus your time on making recommendations
View, or edit, your client's information which is stored across our eight LyfeHubs. Access the information whenever you need to and request your client to update it ahead of fact finding exercises.
Our financial dashboard paints a graphical view of the client's financial position. The platform calculates net worth, trends it over time, and outlines the assets and liabilities that contribute to it. The client's investment portfolio is broken down and has a trend over time. Other features include pension savings versus the client's overall goal and a view of regular outgoing payments. Our Open Banking API ensures that the client's financial position is up-to-date.