# Lyfeguard Reviews
**Vendor:** Lyfeguard  
**Category:** [Document Management Software](https://www.g2.com/categories/document-management)
## About Lyfeguard
Lyfeguard is the secure system of record where regulated firms hold their clients’ essential life and financial information. Built for wealth managers, financial advisers, IFAs, private client law firms, accountants and estate planners, Lyfeguard replaces fragmented files, static fact-finds and email-bound documents with a single, structured client record that stays current under the client’s control. Important client information — assets, liabilities, policies, pensions, Wills, LPAs, key contacts, family details, professional relationships — is typically scattered across spreadsheets, scanned PDFs, paper files, inboxes, secure portals and bank statements. Each fact-find captures a snapshot that goes stale within weeks. Advisers and lawyers rebuild the same picture at every life event, every annual review and every change of circumstance. Clients answer the same questions repeatedly. And when something serious happens — incapacity, bereavement, intergenerational transfer — families and professionals struggle to locate what they need. The cost is felt across the firm: onboarding takes longer, reviews are less informed, compliance evidence is harder to assemble, and the client experience falls short of what Consumer Duty and modern professional standards now require. Lyfeguard solves this by bringing every essential element of a client’s affairs into one structured record, organised across eight domains: Personal, Financial, Legal, Property, Health & Wellness, Digital & Subscriptions, Retirement, and End of Life. Financial data flows in automatically through Open Finance connections to 250+ UK banks, pension providers, investment platforms and insurers. Documents, key contacts and life context sit alongside, with reminders tracking expiry dates, renewal windows and statutory deadlines. The client owns and controls their record, deciding what is visible to which adviser, which family member, and at what time. Firms work from a live, accurate picture of the full situation rather than a periodic snapshot. For wealth managers, IFAs and financial advisers, Lyfeguard sits alongside your CRM and platform as the source of truth for client life and financial information. The static fact-find is replaced with a structured record that updates continuously through Open Finance. New clients are onboarded faster — they pre-populate their own record before the first meeting. A complete picture of assets, liabilities, pensions, policies and beneficiaries is surfaced ahead of every review. Ongoing Consumer Duty support is evidenced through documented client engagement and information accuracy. Advice opportunities are identified earlier — protection gaps, IHT exposure, pension consolidation and intergenerational planning all become visible. And by giving the next generation shared family access, firms strengthen the retention story through wealth transfer. For private client lawyers and estate planners, Lyfeguard gives the firm a secure digital home for the documents and information at the heart of every estate matter. Wills, LPAs, deeds, trust documents and end-of-life wishes are held in an encrypted vault the client controls. Full asset, beneficiary and contact information sits in one structured record, ready for estate administration. The discovery burden at bereavement is dramatically reduced — executors and family arrive with information in hand rather than starting from scratch. Loss-of-capacity events are supported through continuity workflows and pre-authorised access. And client service is modernised with a digital experience matched to today’s expectations, while the firm remains firmly in control of the relationship. The platform brings together structured client information across eight life domains, with intuitive client-facing forms and adviser-side visibility. The Open Finance dashboard provides live connections to 250+ UK financial institutions for real-time net-worth, cashflow and portfolio visibility, eliminating manual aggregation. The document vault holds AES-256 encrypted files with granular, permission-based sharing to family members, professionals and trusted contacts. Automated reminders track policy renewals, expiry dates, statutory deadlines and key life dates. The adviser and firm portal gives a multi-client view with controlled visibility into client records and activity. A single address book covers family, professional and institutional contacts, mapped to the relevant areas of the record. Sharing and access controls are client-defined and permission-based, including time-limited and event-triggered access for executors and attorneys. For firms wanting a fully branded experience, Lyfeguard supports white-label and co-branded deployment under the firm’s identity. Lyfeguard meets the trust, security and compliance bar required for wealth management, legal and financial services environments. The company is FCA-authorised, ISO/IEC 27001 certified and Cyber Essentials accredited. Infrastructure is UK-hosted with 24/7 monitoring, AES-256 encryption at rest and in transit, and two-factor authentication on every account. Lyfeguard is a Consumer Duty Alliance affiliate member and a Personal Finance Society Associate Firm. Most client information platforms break at the moments that matter most. Lyfeguard is designed for them. Onboarding, annual review, change of circumstance, marriage, divorce, birth of a child, retirement, downsizing, loss of capacity, bereavement, intergenerational transfer — each is a workflow Lyfeguard supports, with the right people gaining the right access at the right time. This makes Lyfeguard particularly valuable for firms serving HNW and multi-generational families, where the relationship outlives any single life event and continuity matters more than any single touchpoint. Firms typically deploy Lyfeguard in one of three ways. The first is as a firm-funded client offering, where the firm pays for Lyfeguard and rolls it out to its client book as a value-add, strengthening the relationship and gathering richer information across the practice. The second is a white-label or co-branded deployment, with Lyfeguard delivered under the firm’s brand and integrated into the firm’s client experience. The third is partnership distribution, with Lyfeguard included within a wider service proposition such as ongoing advice, estate planning packages or premium client tiers. Implementation typically takes days, not weeks, and there is no migration of existing CRM data required — Lyfeguard is built to sit alongside the systems firms already use. Lyfeguard is a UK WealthTech company founded to solve a problem its founder experienced first-hand: the difficulty of locating, organising and acting on essential personal information at the moments families and professionals most need it. The platform was named in the 2026 WealthTech100, is profiled by The Wealth Mosaic, and was selected for the Fintech Innovation Lab London 2025 in partnership with Accenture. It is trusted by regulated firms across wealth management, financial advice and private client law in the UK.






- [View Lyfeguard pricing details and edition comparison](https://www.g2.com/products/lyfeguard/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-18+15%3A39%3A24+-0500&secure%5Bsession_id%5D=d124d51e-f70e-486d-ad94-a94dced46845&secure%5Btoken%5D=dc3382fd639d13c9ac94705dbff978323c4b64111d9e0ef15f2db0fa7677f35d&format=llm_user)

## Lyfeguard Features
**Content**
- Document Collaboration
- Versioning
- E-Signature
- File Request
- Feedback

**Collaboration**
- Billing and Invoicing
- Instant Messaging
- Project Management
- Analytics
- Time Tracking
- Mobile Application

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