The IFA Assistant

A new way to reinforce the service you offer to your clients

Independent Financial Advisers

Solutions built with your business in mind

Digitise your processes

All of your client's information at the click of a button

Boost efficiency

From onboarding to ongoing advisory support

Improve client engagement

Superior service with added value for clients

Reduce cost & time

With the facts at hand, focus your time on making recommendations

Secure storage and deeper knowledge

Bring your client's information together

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. 

Bringing the information to life

Visualise their financial position 

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.

Partner with Lyfeguard

Get in touch with 

our partnerships team