Your Client Experience Platform

Modules that help you define, co-create and guide clients to live their best lives.

We're not like any other advice planning software. We've designed our platform specifically for your clients to live healthier, wealthier, and wiser lives.

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Define

Uncover what matters

People aren’t average. Our experiences help advisors define, personalize, and customize their clients’ best life plans using the eight dimensions of wellbeing - a model for designing a thriving life.

Our modules help advisors establish and define the relationship with the client as well as collect the client’s important information to start developing their best life plan.

Lead magnets and self-directed experiences that engage clients and get you the information you need.

Lumiant's discovery surveys to help you collect client data

Lumiant's Your Values module helps clients rank their top 5 values in life

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.

Lumiant's wellbeing score tracks a client's overall wellbeing

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.

Lumiant's Your Life module helps you understand what dimensions of life clients find important and their current progress

Your Values

Discovery doesn’t have to be boring. Have some fun while deeply getting to know your clients.

Really get to know your clients and build trust immediately. The client sells you!

Gives both clients a voice in planning their best lives.

Increase referrals with a unique experience that differentiates your firm.

Deliver a measurable and repeatable process that anyone in your firm can deliver, creating a process that’s not people-dependent.

Your Goals

It’s time we let clients tell us what they really want, not what the brochure tells them they need.

Get clients to add, edit and update their goals, keeping you informed of life events.

Track both financial and non-financial goals and become a client’s accountability partner for life.

Uncover more goals and new opportunities to serve your clients

Hero all the Goals you have achieved together!

Track what goals clients need to complete

Track all the financial goals you have completed with clients

Track all the financial goals you are working on with clients

Surveys

Scrap the 80-page fact-finding questionnaire and ask your clients the right questions at the right time in your process.

Spend more time in meetings unpacking what’s important to clients, ensuring your time with clients is more meaningful, engaging and impactful.

Allow clients to provide their details at a pace and cadence that suits them best.

Automatically populate the Lumiant modules, reducing double entry and increasing efficiency.

Surveys help collect vital information from clients

Surveys can be toggled to include or exclude the necessary assessments you need

Your Governance

Bring your client data to life with engaging visuals that give you a complete picture of a client’s scenario.

Your Governance will enable you to capture:

A visual family tree enables clients to record the details of their important family members
Tax structures for a client’s company, SMSF, Trust, or other external entities
Income, expenses, assets and liabilities
Insurances, including both life and general insurance
Estate planning, such as your clients’ wills

Your Governance is a central place to store all your clients critical informaiton

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Co-Create

Motivate clients to take action

Co-create to motivate. Our experiences are accessible to any client, no matter their financial literacy, enhancing their engagement in the creation of their personalized financial plan.

Our modules help advisors analyze and visualize a clients unique position to develop and provide personalized recommendations.

Co-create your clients best life with interactive financial planning tools

Quickly analyze your clients' unique positions using open banking and data aggregation connections.

Lumiant helps you track financial metrics including a client's net worth and whether they are on track to live their best lif

Co-create and visualise you clients best life with our Goals and Best Life modules

Let clients interact with their plan outside of meetings with highly visual and easy to use scenario modeling tools.

Visualize the value of your advice by linking your recommendations to life outcomes rather than market performance.

Track a client's progress to living a life aligned with their values

Your Best Life Plan

Giving clients and advisers a place to log in and see how they are going towards living their best life, anytime and anywhere!

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.

Lumiant's Best Life Plan is available via pdf

Your Best Life

A trade-off tool built for life’s turning points, not just the first three to six months of a client relationship.

Answer “Am I OK?” immediately with live projections to give clients peace of mind.

Let clients test and learn the impact of their choices and provide just-in-time advice.

Show clients the impact of your advice in real-time and simplify complex financial decisions.

* only available on Lumiant Pro subscriptions

Your Best Life visualizes whether clients are on track to live their best life and plans different financial scenarios

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

Key Advice Areas shows all the different financial strategies you are working on and the others you can help them with

Your Net Worth

No more tedious financial forms for clients. They can connect and input their assets, accounts, and liabilities directly into Lumiant with live data feeds

Reduce time spent chasing and compiling tedious financial fact-finding forms for clients.

See a complete view of a family’s net wealth and help them make better financial decisions.

Power your projections with live financial data and bring confidence to your plan.

* only available on Lumiant Pro subscriptions

Net Worth tracks all a client's accounts in one place

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Guide

Keep clients engaged & on-track

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.

Guide clients to live their best lives with our interactive client portal

Clients can engage and interact with their plan outside of meetings, with notifications sent to their advisor.

Notifications help nudge clients throughout the financial planning process

Your Goals tracks all the goals you are working on in one place

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 Best Life Plan mean they can always check in to see how they are doing.

Help clients see whether they are on track to live their best lives with our Best Life on track score

Wellbeing Score

Rather than managing investment conversations, you're managing your client’s total well-being.

Keep track on how your advice is improving the overall wellbeing of clients.

Detach your value proposition from market performance and center your experience around improving a client's overall wellbeing.

Differentiate your proposition by helping clients live a fulfilling life

Go beyond portfolio performance and track a client's overall wellbeing

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.

Get a demo

Your Client Experience Platform

Modules that help you define, co-create and guide clients to live their best lives.

Define

Uncover what matters

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 Values

Your Goals

Investment Preferences

Surveys

Your Governance

Your Vault

Co-Create

Motivate clients to take action

Quickly analyze your clients' unique positions using open banking and data aggregation connections.

Let clients interact with their plan outside of meetings with highly visual and easy to use scenario modeling tools.

Visualize the value of your advice by linking your recommendations to life outcomes rather than market performance.

Your Best Life Plan

Your Best Life

Key Advice Areas

Your Net Worth

Guide

Keep clients engaged & on-track

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 Best Life Plan mean they can always check in to see how they are doing.

Your Tasks

Wellbeing Score

Your Dashboard

Lumiant: Empowering people to live their best lives confidently