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Modules that help you prepare, engage, act and track your clients progress towards living their Best Life.
We're not like any other advice planning software. We've designed our platform for growing advisory firms looking to create consistent, dynamic and engaging client experiences. Our platform is your Client Operating System for advice that orchestrates extraordinary meeting experiences.
Prepare
Uncover what matters
Capture what matters before the meeting with our digital surveys and data onboarding solutions. This isn't just another form - it's the first step in your firm's standardized client workflow.
Lead magnets and self-directed experiences that engage clients and get you the information you need.
Transformational experiences that empower every client to define their best life and the goals needed to achieve it.
Establish trusted relationships quickly and consistently by making the initial experience about more than money.
Your Life
Your Life uses a short survey to better understand what life outcomes a client would deem a success.
Better understand your clients and what keeps them up at night before they walk in the door.
Immediately engage the non-financial spouse by making their financial advice experience about their lives, not their wallets.
Generate leads by using the assessment as a lead magnet on your website.
Engage
A Dynamic Meeting Experience
Run your client meetings inside Lumiant. Our dynamic visuals, collaborative and interactive strategy and goals modules help guide your conversations and client understanding.
Everything is captured in real-time enabling clients to see the direct impact your advice is having on their ability to live their best lives.
Quickly analyze your clients' unique positions using open banking and data aggregation connections.
Let clients interact with their plan directly in the meeting with highly visual tools that amplify the value of advice.
Visualize the value of your advice by linking your recommendations to life outcomes rather than market performance.
Key Advice Areas
Show your clients the focus areas you can work with them on to achieve their values and goals.
Activate 12 pre-defined Key Advice Areas against their plan and the strategies needed to achieve their goals and dreams.
Show your clients exactly what you’re working on together and what other services they might be interested in later down the line.
Customize your business's Key Advice Areas and strategies to keep your terminology consistent throughout your experience and across your staff.
* only available on Lumiant Pro subscriptions
Act & Track
The Outcome Engine
Guide your client's personal transformation with a client portal designed to keep them progressing toward living their best life.
Our modules help advisors and their clients implement their financial plan with confidence. Keeping track of their progress and ensuring they continue to take action outside of client meetings.
Clients can engage and interact with their plan outside of meetings, with notifications sent to their advisor.
Clients can log on at any time to assess whether their choices will impact their ability to live their best life.
Progress scores throughout the client’s Dashboard mean they can always check in to see how they are doing.
Your Dashboard
Continue to keep client's on track outside of meetings with Lumiant's interactive client dashboard.
Your clients can engage with their financial plan outside of meetings.
The Best Life Plan brings to life the intangible value of advice helping clients to value your services better.
A new way to collaborate and connect with clients when it matters most.
