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.
Oct 6, 20233 minPress ReleasesLumiant Launches The Academy to Help Upskill the Industry in Values-Based AdviceFinancial planning & advice engagement platform Lumiant launches its educational experience to upskill advisors in values-based advice.
Sep 19, 20232 minPress ReleasesAdvice Engagement Platform Lumiant Announces Partnership with Concourse Financial Group SecuritiesLumiant Announces Partnership with Concourse Financial Group Securities to Deliver Holistic Advice and Superior Client Experience
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
Jun 22, 20231 minThought LeadershipEpisode 1: Into The LumiverseDennis Moseley-Williams, Tom Frisby and Mark Akeroyd discuss the topical issues in financial planning in a vodcast - Into the Lumiverse
Apr 27, 20231 minWebinarsWebinar: Lumiant x GenivityWant to learn more about Lumiant's acquisition of Genivity? Join our webinar on 10th May 2023 to find out more.