Lyfeguard, the innovative SaaS fintech company revolutionising client management and engagement in the financial advisory sector, has partnered with Finova Money, integrating the Lyfeguard platform into Finova Money’s advisory services.
The integration will enhance the end-to-end client experience for Finova Money’s clients, providing an overview of their financial landscape to enable smarter financial decisions through a more personalised approach to wealth management.
Lyfeguard, led by father-and-son duo Fraser and Gary Stewart, is overhauling the wealth management market through its adviser platform, which delivers real-time financial information via Open Finance connections, setting a new standard for managing personal finances.
The platform enables clients to share vital personal and financial information with family and friends to build a digital legacy and facilitate inclusive financial planning.
As a forward thinking business, Finova Money challenges the traditional AUM fees across the industry, with a transparent, fixed fee structure that redefines the financial advisory landscape. They cater to a broad selection of clients and make it their mission that every client receives tailored, essential services without the burden of unnecessary costs.
With this partnership, Finova Money’s clients will benefit from seamless integration of Lyfeguard’s digital platform into its existing advisory services.
Fraser Stewart, CCO at Lyfeguard, said: “Finova Money’s pioneering approach to financial advice, with its commitment to fairness and transparency, resonates deeply with our core values at Lyfeguard. Together, we are poised to enhance the way financial services are delivered, creating a future where technology and personalised financial planning empower individuals and families across generations.
“We are immensely proud to stand alongside Finova Money, a company that is as dedicated as we are to making financial management accessible, efficient, and tailored to the needs of every client.”
Scott Millar, Co-founder of Finova Money, added, “Joining forces with Lyfeguard aligns perfectly with our vision of modernising financial planning. The essence of financial planning is all about empowering people to work towards and accomplish their goals while supporting them to stay on track. From the first time we used Lyfeguard it was clear it had been designed to empower clients to take control of every aspect of their personal finances. We believe partnering with Lyfeguard will fundamentally enhance our clients outcomes.”
