Mar 153 minModule UpdatesLumiant Product Update: Enhancing the User Experience for Financial Advice ProfessionalsLumiant announces several updates to its financial planning software to improve the UI, streamline workflows & maximize efficiency.
Feb 132 minModule UpdatesSneak Peak: Lumiant to hero client wellbeing with enhanced dashboardLumiant to hero client wellbeing with an enhanced dashboard that brings to life the value of financial advice for clients.
Jan 42 minModule UpdatesNet Worth gets a power boost based on customer feedbackLumiant has updated its Net Worth module to help advisors better see a household's total net worth. Here is what's new.
Aug 21, 20235 minCustomer Case StudiesA Case Study with Telemus Capital: Grow your business with Lumiant HALOTelemus Capital illustrates how the HALO Planner generates new prospects and creates planning opportunities for existing clients using HALO
Jul 22, 20232 minModule UpdatesIntroducing client segmentation: a new setting to deliver different experiences to different clientsFinancial planning software, Lumiant, has launched a new client segmentation feature that lets you customize & personalize your experience