Lumiant
HQ Address
Level 2, Suite 2.114, 477 Pitt Street, Haymarket, NSW 2000, Australia
Website Address
Business introduction
To empower individuals & families to live their best life confidently
Lumiant is an award-winning cloud-based client experience platform. It’s where clients and their advisors connect around their lives, values and finances. It helps them make better choices and live their best lives confidently
We're client & customer obsessed
Lumiant has been designed to help you provide the best experience to your clients. We'll do everything we can to make your business a success.
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.
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.
We’re invested in your success
Our vision is to transform the financial services industry. We give our clients the tools to better charge for their services with repeatable, measurable and personalised advice at scale.
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......
