• 80 active households per user

• $50 / support staff per month

• $500 for whitelabelling

• Save with longer subscriptions

• Engaging client surveys and assessments on life, wealth & health.

• Generate leads with lead magnets that engage and nurture prospective clients.

• A unique, measurable, memorable and scalable values-based experience.

• Transform qualitative conversations into memorable experiences with quantifiable outcomes.

• Get clients to add, edit and update their SMART goals tracker.

• Let clients keep track of progress through our visual client portal that highlights the value of your advice based on life outcomes.

• Spend more time talking to clients about what’s important to them using our self-directed and automated fact-finding tools.

• Track their overall wellbeing decoupling the value of advice from portfolio performance.

Everything in Starter plus:

• Additional customer success support

• Access to all new features

• Additional modules for advice delivery

Everything in Starter plus:

• Open banking and data aggregation connections.

• A complete view of a family’s net wealth.

• Engaging visuals that give you a complete picture of a client’s scenario.

• Securely store, share and action financial documents, removing the need to send sensitive documents over email.

• Access to Lumiant’s multi-goal optimization engine that analyzes your clients goals and finances to immediately see if clients are on track, off track or overfunded.

• Let clients test and learn the impact of their choices and trade-off decisions using our scenario planning tool.

• Activate 12 pre-defined strategies and create your own to show clients exactly what you’re working on.

• Engage clients around your other services, naturally finding cross-sell and upsell opportunities

• Automate nudges and notifications keep clients on track and save you time by removing the need to chase clients.

Everything in Professional plus:

• Bespoke onboarding*

• Implementation support & training

• Whitelabelling

• Configuration support

• Customized scope of work to meet your needs*

Everything in Professional plus:

• Provide your team with a consistent, memorable, meaningful and transformational values-based experience.

• Transition your client value proposition from financial enrichment to life enrichment. 

• Deliver profoundly personal advice at scale using our proven processes and experiences.

• Upskill staff quickly by providing a simple-to-follow process that enhances their Emotional Intelligence (EQ).

• Configure Lumiant to meet your needs, with the ability to create a phased roll-out approach to improve staff engagement*.

• Create your bespoke Lumiant-enhanced advice experience using our training, coaching and experience design services*.

*Additional costs may be associated with these services.