Digital platform for life planning Lyfeguard has partnered with Moneyhub, a data and intelligence platform, to offer a 360-degree real-time view of personal and finance information.
The collaboration will leverage Moneyhub and its expertise in open finance, including banks, to automate information entry on the Lyfeguard platform.
For individual users, this entails a full view of their life and financial situation instantly.
For Independent Financial Advisers (IFAs), the integration offers a full view of their clients’ financial landscapes, enabling more informed decision-making and tailored advisory services. This dual approach ensures that both individuals and their financial advisers benefit from a seamless and comprehensive life planning experience.
In addition, the partnership will bolster Lyfeguard’s ability to consolidate personal information and enable end-of-life preparations, tailored for both individuals and financial advisers.
Fraser Stewart, chief commercial officer at Lyfeguard, commented: “Our partnership with Moneyhub is a testament to our commitment to serving both individual users and the financial advisory community. By streamlining information entry and offering real-time insights, we’re ensuring that everyone, whether planning for themselves or assisting clients, has access to the most relevant and up-to-date information.”
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Kim Jenkins, MD – API at Moneyhub, said: “Lyfeguard’s vision resonates with ours. Their dedication to both individual life planning and empowering financial advisers aligns seamlessly with our open finance capabilities. This collaboration is set to redefine how life planning is approached.”