---
description: Review of Lyfeguard Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Lyfeguard | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Financial Management Software](/directory/3401/financial-management-system/software) > [Lyfeguard](/software/422917/lyfeguard)

# Lyfeguard

Canonical: https://www.softwareadvice.co.nz/software/422917/lyfeguard

> Lyfeguard is a client intelligence and information infrastructure platform designed for professional firms in the wealth management, financial advisory, and legal sectors. It provides a secure, branded environment that centralises a client’s fragmented life information—including financial accounts, legal documents, property details, and family relationships—into a single, structured record. Unlike traditional document portals that act as static storage, Lyfeguard acts as a client intelligence layer that sits alongside existing CRM or practice management systems. It bridges the gap between professional advice and a client’s daily life admin, ensuring that critical information is organised, accessible, and actionable.

For wealth managers and independent financial advisers, Lyfeguard helps firms move beyond incomplete client records to gain a more holistic view of their clients' circumstances. This include gaining permissioned visibility into held-away assets, such as external pensions, investments, and liabilities, often via open finance connections. This level of insight supports firms in evidencing Consumer Duty compliance by maintaining a current record of client needs, life-stage changes, and potential vulnerabilities. Furthermore, it aids in intergenerational retention by mapping family trees and involving beneficiaries in the digital legacy process early on, while reducing administrative friction during annual reviews by allowing clients to update their own data and upload documents in real-time.

For solicitors and private client lawyers, the platform transforms static records into active, well-managed instructions. It serves as a secure digital vault for Wills, Lasting Power of Attorney documents, and property deeds, ensuring these records remain current between periodic reviews. During probate and estate administration, Lyfeguard streamlines the settlement process by providing executors with a structured map of assets and wishes. It also helps legal teams understand the dynamics of executors, trustees, and attorneys without redundant data entry and surfaces life-event signals that indicate when an estate plan may require a professional update.

The functional core of the platform is organised into six dedicated categories, or LyfeHubs, which cover personal, financial, property, digital, health, and estate information. This infrastructure is delivered through a fully white-labelled mobile and desktop experience that carries the professional firm’s branding. Clients maintain granular control through permissioned sharing, allowing them to choose exactly what they disclose to their adviser, solicitor, or family members. To ensure proactive management, the system includes automated reminders for document expiries, policy renewals, and key milestones.

Security is foundational to the Lyfeguard infrastructure. The platform is ISO 27001 certified and utilises AES-256 encryption, with all data hosted securely in the UK to meet strict regulatory requirements for sensitive financial and legal data. Ultimately, Lyfeguard is designed to complement the existing professional tech stack by providing the information infrastructure that feeds into primary CRM systems. This allows firms to maintain higher data quality and focus their professional time on high-value advice rather than manual data gathering and administrative discovery.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Lyfeguard

## Commercial Context

- **Starting Price**: £1.50
- **Pricing model**: Per User
- **Target Audience**: 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United Kingdom

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Archiving & Retention
- Collaboration Tools
- Commenting/Notes
- Compliance Management
- Contact Management
- Customer Engagement
- Customisable Branding
- Customisable Reports
- Dashboard Creation
- Data Import/Export
- Data Visualisation
- Document Capture
- Document Classification
- Document Review
- Document Storage

## Integrations (2 total)

- Financials
- UK Postcode Lookup

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Financial Management Software](https://www.softwareadvice.co.nz/directory/3401/financial-management-system/software)

## Related Categories

- [Financial Management Software](https://www.softwareadvice.co.nz/directory/3401/financial-management-system/software)
- [Financial Services Software](https://www.softwareadvice.co.nz/directory/4356/financial-services/software)
- [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software)

## Alternatives

1. [Google Docs](https://www.softwareadvice.co.nz/software/327807/google-docs) — 4.7/5 (28940 reviews)
2. [Google Drive](https://www.softwareadvice.co.nz/software/105807/google-drive) — 4.8/5 (28490 reviews)
3. [Google Workspace](https://www.softwareadvice.co.nz/software/344998/google-workspace) — 4.7/5 (17559 reviews)
4. [OneDrive](https://www.softwareadvice.co.nz/software/23542/onedrive) — 4.5/5 (12700 reviews)
5. [Microsoft Word](https://www.softwareadvice.co.nz/software/399478/microsoft-word) — 4.7/5 (2825 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/422917/lyfeguard)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/erp/lyfeguard-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/422917/lyfeguard> |
| en-GB | <https://www.softwareadvice.co.uk/software/422917/lyfeguard> |
| en-IE | <https://www.softwareadvice.ie/software/422917/lyfeguard> |
| en-NZ | <https://www.softwareadvice.co.nz/software/422917/lyfeguard> |

-----

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