Wealth & Private Banking › Financial Planning & Advice › Financial Planning Software

Lumiant

Client experience and values-based advice platform that helps advisors engage clients around financial goals.

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Overview

Lumiant is a client experience platform for financial planning firms, founded in Australia, that centres advice on clients' values and life goals. Its modules help advisors define goals, co-create plans and guide clients through implementation and tracking.

The platform is designed to deepen advisor-client relationships and increase engagement across firms with multiple advisors and locations, and it has expanded beyond Australia into the US market.

Key Features

+ Values and goals discovery with clients
+ Co-created personalised financial plans
+ Client engagement and meeting experiences
+ Plan implementation and progress tracking
+ Multi-advisor and multi-location support
+ Client-facing advice presentation

Integrations

Open API

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