Enabling advisors to offer holistic financial advice
We combine AI-powered technology with human expertise to help financial institutions deliver comprehensive, goal-based financial advice at scale.
A global challenge
More than two billion people earn enough to benefit from financial planning. Most never receive it. The infrastructure to serve them profitably and at scale has never existed.Traditional advisory models were built for high-net-worth clients. Serving the mass and mass-affluent market requires more advisers, better tools, and a system that makes holistic financial planning efficient enough to deliver consistently.
Financial institutions and their advisers know the opportunity is there. The challenge has always been reaching it without the right platform, the right methodology, and the right support behind them.
That's the problem Lifecheq was built to solve.
Empowering advisors to deliver holistic planning
We've built a comprehensive platform that empowers advisors to deliver truly holistic financial advice. Our technology lowers the barrier to becoming a quality advisor, enabling them to address all aspects of a client's financial life in a single engagement—from savings and investments to insurance and debt management.
Equipping advisers to reach more clients with holistic financial advice
We equip financial advisors with intelligent technology to deliver the right advice for every client situation. Whether that's a comprehensive goal-based financial plan or a focused intervention at a critical moment, advisors have the tools to deliver holistic, quality advice. The result? Better client outcomes. Higher adviser productivity.
Built for financial institutions
Enterprise distribution management
Comprehensive tools for managing advisor networks, tracking performance, and ensuring compliance across an entire distribution organisation.
AI-Powered advice engine
Intelligent algorithms that enable advisors to deliver consistent, high-quality holistic planning regardless of their experience level.
Omnichannel client experience
Seamless advice delivery across field advisors, call centers, digital channels, and branch consultations.
Two ways to work with us
Testimonials
A word from our users
Lifecheq does a lot of our work for us [...] the system really helps and makes my job easier.
Advisor
I've been in the mass middle market for 15 years, having worked in other markets, and nothing compares to the Lifecheq platform.
Franchise Owner
Independent Intermediaries
It reduces my risk of exposure as a key individual of the business because the overall quality of advice increased. It is chalk and cheese compared to what we had before.
Branch Manager
A high performing system with quality support that is loved by advisers can become adviser acquisition and retention tool.
Sales Manager
