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Trusted by hundreds of professionals who provide values-based advice
Lumiant is a powerful client experience platform designed for high-growth firms. It enables advisory firms to deliver consistent, scalable and high-value advice experiences that differentiate your experience from the competition.
An Advice Experience Like No Other.
Lumiant is the Client Experience Platform designed to build lasting client-advisor relationships and deliver exceptional client outcomes across locations and advisors.
Our intuitive dashboard centralizes client information, to support your advisors in delivering value-rich, dynamic meeting experiences. Experiences that highlight the breadth of your services and engage clients to take action towards creating their best life.
Scalable Client Experience
Every advisor delivers a consistent experience, even if they are new to the firm.
Engaging Meetings
Clients are more engaged through dynamic meetings leading to stronger relationships.
Retention
Stronger client retention and engagement, enabling you to unlock new revenue opportunities and customer stickiness by aligning strategies to more goals
Value Enrichment
Differentiate your firm for advisors and clients through engaging, dynamic meetings that demonstrate the depth and breadth of services.
Efficient Meetings
Advisors are more efficient with prep time cut in half to focus on revenue generating opportunities.
Serve your clients better and grow faster with Lumiant.
What Our Clients Say
“Lumiant’s advice engagement software maximizes emotional intelligence (EQ), a soft skill that is of paramount importance for successful advisors.”
Michelle Smith
Source Financial Planning
