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Your Client Experience Platform

Modules that help you define, co-create and guide clients to live their best lives.

We're not like any other advice planning software. We've designed our platform specifically for your clients to live healthier, wealthier, and wiser lives.

Define

Uncover what matters

 

People aren’t average. Our experiences help advisors define, personalize, and customize their clients’ best life plans using the eight dimensions of wellbeing - a model for designing a thriving life.

Our modules help advisors establish and define the relationship with the client as well as collect the client’s important information to start developing their best life plan.

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Lead magnets and self-directed experiences that engage clients and get you the information you need.

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Transformational experiences that empower every client to define their best life and the goals needed to achieve it.

Establish trusted relationships quickly and consistently by making the initial experience about more than money.

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Your Life

 

Your Life uses a short survey to better understand what life outcomes a client would deem a success. 

Better understand your clients and what keeps them up at night before they walk in the door.

Immediately engage the non-financial spouse by making their financial advice experience about their lives, not their wallets.

Generate leads by using the assessment as a lead magnet on your website.
 

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Co-Create

Motivate clients to take action

 

Co-create to motivate. Our experiences are accessible to any client, no matter their financial literacy, enhancing their engagement in the creation of their personalized financial plan.

Our modules help advisors analyze and visualize a clients unique position to develop and provide personalized recommendations.

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Quickly analyze your clients' unique positions using open banking and data aggregation connections.

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Let clients interact with their plan outside of meetings with highly visual and easy to use scenario modeling tools.

Visualize the value of your advice by linking your recommendations to life outcomes rather than market performance.

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Your Best Life

 

A trade-off tool built for life’s turning points, not just the first three to six months of a client relationship.
 

Answer “Am I OK?” immediately with live projections to give clients peace of mind.

 

Let clients test and learn the impact of their choices and provide just-in-time advice.

 

Show clients the impact of your advice in real-time and simplify complex financial decisions.

* only available on Lumiant Pro subscriptions

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Guide

Keep clients engaged & on-track

 

Guide your client's personal transformation with a client portal designed to keep them progressing toward living their best life.

Our modules help advisors and their clients implement their financial plan with confidence. Keeping track of their progress and ensuring they continue to take action outside of client meetings.

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Clients can engage and interact with their plan outside of meetings, with notifications sent to their advisor.

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Clients can log on at any time to assess whether their choices will impact their ability to live their best life.

Progress scores throughout the client’s Best Life Plan mean they can always check in to see how they are doing.

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Your Dashboard

Continue to keep client's on track outside of meetings with Lumiant's interactive client dashboard.

Your clients can engage with their financial plan outside of meetings.

 

The Best Life Plan brings to life the intangible value of advice helping clients to value your services better.

 

A new way to collaborate and connect with clients when it matters most​.

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Subscriptions to suit
your needs

Whether you want to use Lumiant to enhance your discovery or for its complete experience suite, we have the subscriptions to meet your needs.

Lumiant Starter

$249

Per month

Everything you need for lead gen, discovery, engaging conversations & tracking progress.

Lumiant Pro

$499

Per month

For the end-to-end Lumiant client experience suite including advice delivery.

Enterprise

P.O.A.

Per month

For firms with more than 25 advisors, complex needs or bespoke training plans.

Lumiant: Empowering people to live their best lives confidently

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