direct
Your finances,
crystal clear.
Create your account
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Why a client portal?
No endless emails, no searching. Everything you need, organised and always available.
Everything in one place
Compensation, savings, loans, investments and insurance — clearly in one dashboard.
Always insight
View your financial situation whenever you want. No scattered documents or unclear emails.
Full control
Manage your profile, follow up on tasks and track the status of quotes and policies — in real time.
Upload, store and manage all your documents
No more loose emails with attachments. Upload your documents, follow the status and download everything from one place. So you always know where you stand.
- Securely upload and store PDF documents
- Status overview: uploaded, in progress, approved
- Search and filter by name or status
Everything in one portal
Each part of your financial world gets its own place — clear, structured and always up-to-date.
Optimise your compensation structure
Quotes, proposals and policies
Current loans and applications
Guaranteed income and coverage
Portfolios and returns
All your contracts in one row
Your profile, your data — always up-to-date
Add your personal and business details, manage your relationships and companies. Your advisor always works with the most current information.
- Personal data, relationships and companies
- Financial data and compensation structure
- Easily adjust when your situation changes
Built on trust
An award-winning wealthtech platform that meets the highest security standards and integrates seamlessly with the tools you already use.
Highest security standards
End-to-end encryption, GDPR-compliant and conforming to the strictest European regulations for financial data.
Annual stress tests
Our platform passes independent penetration tests and security audits annually.
Award-winning wealthtech platform
Recognised and awarded for innovation in financial technology and customer experience.
All insurers & banks
Data integration with all Belgian insurers and banks via standardised API connections.
API-ready & integrable
Connects seamlessly to existing software — from accounting to CRM, from compliance to reporting.
Your data, your control
Full data transparency. You decide who has access and what is shared.
Get started in 3 steps
Your client portal is ready in minutes.
Create your account
Register with your email and set up your profile.
Add your details
Your advisor links your files and products to your portal.
Stay in control
View, follow up and manage everything from one environment.
The Lyff.Plan
Every entrepreneur starts from a different place. That is why we always follow the same clear path, from first analysis to a concrete plan.
- Introduction: We get to know your situation, your company and your ambitions. No obligations, no sales talk.
- Revenue, costs and profit: We go through your figures: what comes in, what goes out and what is left in the company.
- Salary analysis: We review how you pay yourself today and what that costs in taxes and social contributions. We implement the necessary optimisations.
- Protection: We check what happens in case of illness, accident or death. We offer solutions that close the gaps in your cover.
- Optimisation: We take profit out of your company tax-efficiently and propose the right mix of salary, pension build-up and benefits.
- Investments: We put surplus cash to work and offer an investment approach that fits your horizon and risk profile.
- Financing: We look at which type of credit fits your plans and propose the best financing solution, from business investment to real estate.
- Private wealth: We bring it all together in one concrete plan: from profit in your company to wealth that is privately yours.