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

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.

Act and 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.