top of page
Lumiant Logo

A place for advisors and clients to call home.

Lumiant is an advice engagement & client experience platform that enables advisors to define, co-create, and guide clients to live their best lives.


A memorable, measurable, scalable, and transformational values-based advice experience.
 

Lumiant dashboard

 

Designed by values-based advice professionals, Lumiant’s modules help you Define, Co-Create and Guide clients to live healthier, wealthier and wiser. Our tools enable you to deliver highly personalized advice experiences at scale and empower your clients to live their best lives. 

 

Our modules help transform your qualitative client conversations into quantifiable outcomes, visualizing the impact and value of your advice.

Help clients live healthier, wealthier and wiser lives through engaging client experiences.

Define a client's best life with Lumiant

Define


Uncover what matters most to clients, capture progress
and differentiate your firm.

 

Co-Create


Interactive experiences designed to engage clients around their personalized financial plan.
 

Co-create a client's best life with visual financial planning software
Guide clients to live better lives with our interactive client portal

Guide


Everything you need to create, execute and track the progress of their Best Life Plan, visualizing the value of your advice.
 

Trusted by hundreds of
values-based advice professionals

 

IMFG
Savant Wealth Management
Invest Blue
Freedom Financial Planning
Baypoint Wealth
Australian Private Capital
Enlightened Financial Solutions
Source Financial Advisors

Latest Insights

Lumiant Update

Subscribe to our newsletter

Join our email list and get access to the latest news, product updates, events and more.

Design and stage transformational experiences.

bottom of page