Digital platform for all times planning Lyfeguard has partnered with Moneyhub, an information and intelligence platform, to supply a 360-degree real-time view of private and finance data.
The collaboration will leverage Moneyhub and its experience in open finance, together with banks, to automate data entry on the Lyfeguard platform.
For particular person customers, this entails a full view of their life and monetary scenario immediately.
For Unbiased Monetary Advisers (IFAs), the combination affords a full view of their shoppers’ monetary landscapes, enabling extra knowledgeable decision-making and tailor-made advisory companies. This twin method ensures that each people and their monetary advisers profit from a seamless and complete life planning expertise.
As well as, the partnership will bolster Lyfeguard’s skill to consolidate private data and allow end-of-life preparations, tailor-made for each people and monetary advisers.
Fraser Stewart, chief industrial officer at Lyfeguard, commented: “Our partnership with Moneyhub is a testomony to our dedication to serving each particular person customers and the monetary advisory group. By streamlining data entry and providing real-time insights, we’re guaranteeing that everybody, whether or not planning for themselves or helping shoppers, has entry to essentially the most related and up-to-date data.”
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Kim Jenkins, MD – API at Moneyhub, stated: “Lyfeguard’s imaginative and prescient resonates with ours. Their dedication to each particular person life planning and empowering monetary advisers aligns seamlessly with our open finance capabilities. This collaboration is ready to redefine how life planning is approached.”