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 to better understand your client’s position.

Understand your clients' unique position using our technology-driven data acquisition modules.

3. Advice Engagement
Bring your advice to life.

Our advice engagement modules have been designed to support you in engaging your clients around their plans, ensuring they remain on track to living their best life.