Lifecheq is a financial technology company that partners with insurers, financial institutions, and advisory firms to make holistic financial advice more accessible. Its enterprise platform combines technology, processes, and human expertise to help advisers deliver financial planning more efficiently, improve compliance, and serve a broader range of customers.

The platform uses AI-augmented workflows, automation, intelligent product recommendations, and holistic client reviews to support advisers and expand product distribution. It also provides compliance and adviser-quality controls, real-time analytics, and management dashboards. Lifecheq works with partners from preparation and pilot through rollout and ongoing optimisation, including business process transformation, change management, and training support. Its partnership fees are tied to results.

The company reports that its cloud-native platform serves more than 8,000 advisers and processes over one million policies annually. In a three-year partnership with Sanlam Retail Mass, Lifecheq reports improvements in adviser productivity, gross written premium, customer retention, adviser earnings, and product basket size, achieved without increasing headcount.