Lumiant
HQ Address
Level 2, Suite 2.114, 477 Pitt Street, Haymarket, Sydney, NSW 2000, Australia
Website Address
Business introduction
Our mission is to empower individuals and their families to live their best lives confidently
Lumiant is an award-winning cloud-based advice and client engagement platform. It’s where clients and their advisers connect around their lives, values and finances
A client-centered experience
The Lumiant platform places the client at the heart of its experience. We design for the client-first, ensuring we can support you in delivering an extraordinary experience.
We’re invested in your success
Our vision is to transform the financial services industry. We give our customers the tools to better charge for their services with repeatable, measurable and personalized advice at scale.
We help you help your clients
Change comes with challenges. We have the experts to support you. Whether updating your processes or articulating your new value proposition, we have the experts and training to help you succeed.
Unashamedly client first
Our sole focus is to help more clients and their families live their best lives. We support financial professionals in shaping and sustaining extraordinary lives for their clients.
Lumiant Solutions
HALO
Set a new standard of care with Genivity's Health Analysis and Longevity Optimizer (HALO), now powered by Lumiant. Engage your clients with personalized longevity models backed by our proprietary algorithms that empower clients to make more informed health, lifestyle, and financial decisions....
business needs
view solutionLumiant
We're not like any other advice planning software. We've designed our platform specifically for your clients to better discover, collect and deliver meaningful experiences. 1. Discovery & Progress Uncover what matters. Lumiant’s Discovery and Progress modules provide a proven process to deepen client relationships with memorable, guided experiences. 2. Data Collection Tech-driven data acquisition tools......
