LifeStage Money is a client-facing money management app that brings a person’s whole financial picture into one place, from bank and savings accounts to credit, investments and pensions. Built on open finance, it lets a client connect the accounts they hold elsewhere and see them together. Clients are the day-to-day users, supported by a firm’s client service team, while advisers and firm principals work from a separate reporting dashboard on the same data. The result is a live, client-verified picture a firm can see between reviews, rather than relying on what a client remembers at an annual meeting.