Mar 27, 20233 minPress ReleasesAdvice Engagement Platform Lumiant Announces $3.5M USD to Develop Mobile AppFresh capital to accelerate U.S. expansion and support platform and mobile enhancements Lumiant, an advice and client engagement platform...
Mar 27, 20233 minCustomer Case StudiesInnovative Wealth Solutions: How values can help align a coupleRated 5 out of 5 stars.(1)This week we wanted to bring you a client story from senior adviser Mark Pearson from Innovative Wealth Solutions, a firm that ideally...
Mar 27, 20234 minCustomer Case StudiesMillhaven: Let the negotiations beginMillhaven uses Lumiant to enhance values-based conversations with clients.
Feb 7, 20231 minModule UpdatesEnhancing the Your Life and Your Values user experienceWe want to make it easier for you to see how clients are progressing along their journey with Lumiant. So, we’ve added new information...
Jan 23, 20235 minThought LeadershipWhy your tech stack could be disengaging your clients* This article first appeared in Advisor Perspectives. Human beings are fascinating creatures. We often have the motivation to take steps...