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Explore our pricing & plans

Explore Our Pricing Plans

Use this area to describe one of your memberships.

  • Starter

    249A$
    Every month
    Everything you need for discovery & data collection
     14 day free trial
    • Your Life
    • Your Values
    • Your Goals
    • Your Investment Preferences
    • Surveys
    • Your Governance
    • Your Vault
    • Your Tasks
    • Your Best Life Plan

  • Professional

    499A$
    Every month
    End-to-end Lumiant client experience suite
     14 day free trial
    • Your Life
    • Your Values
    • Your Goals
    • Your Investment Preferences
    • Your Governance
    • Your Wealth
    • Your Vault
    • Surveys
    • Your Tasks
    • Your Best Life
    • Key Advice Areas
    • Your Best Life Plan
  • Best Value

    Enterprise

    0A$
     
    For firms with more than 50+ financial professionals
    Free Plan
    • Everything in Professional
    • Customized onboarding journey
    • Configuration support
    • Implementation plan

Subscriptions to suit
your needs

What's included

Everything in Professional plus:

  • Bespoke onboarding*

  • Implementation support & training

  • Whitelabelling

  • Configuration support

  • Customized scope of work to meet your needs*

Modules

  • Your Life

  • Your Values

  • Your Goals

  • Your Investment Preferences

  • Your Governance

  • Your Wealth

  • Your Vault

  • Surveys

  • Your Tasks

  • Your Best Life

  • Key Advice Areas

  • Your Best Life Plan

Enterprise

P.O.A.

Per month

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

14 day free trial

Contact us
What's included

Everything in Starter plus:

  • Additional customer success support

  • Access to all new features

  • Additional modules for advice delivery

Modules

  • Your Life

  • Your Values

  • Your Goals

  • Your Investment Preferences

  • Your Governance

  • Your Wealth

  • Your Vault

  • Surveys

  • Your Tasks

  • Your Best Life

  • Key Advice Areas

  • Your Best Life Plan

Lumiant Pro

$499

Per month

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

14 day free trial

Get started
What's included

  • 80 active households per user

  • $50 / support staff per month

  • $500 for whitelabelling

  • Save with longer subscriptions

Modules

  • Your Life

  • Your Values

  • Your Goals

  • Your Investment Preferences

  • Surveys

  • Your Governance

  • Your Vault

  • Your Tasks

  • Your Best Life Plan

Lumiant Starter

$249

Per month

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

14 day free trial

Get started
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