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The Client Experience Platform for High-Growth Advisory Firms

Serve your clients better and grow faster.

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Lumiant is a unified client experience 
platform designed for growing advice firms.
It saves advisors time, keeps clients engaged and differentiates your firm.


A memorable, measurable, scalable, and transformational client experience.
 

 

Lumiant's Client Experience Platform has been designed for growing advisory firms looking to create consistent, dynamic and engaging client experiences across locations and advisors.

 

Our intuitive dashboard centralizes client information, to support your advisors in delivering value-rich, dynamic meeting experiences. Experiences that highlight the breadth of your services and engage clients to take action towards creating their best life.

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A platform that enables advisors to consistently define, co-create and guide clients toward living their best life.

Define a client's best life with Lumiant

Define


Uncover what matters most to clients and create a holistic client view.
 

Co-Create


Interactive experiences designed to engage clients around their personalized financial plan.
 

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Guide clients to live better lives with our interactive client portal

Guide


Everything you need to create, execute and track the progress of their Best Life Plan, visualizing the value of your advice.
 

Trusted by hundreds of
values-based advice professionals

 

IMFG
Savant Wealth Management
Invest Blue
Freedom Financial Planning
Baypoint Wealth
Australian Private Capital
Enlightened Financial Solutions
Source Financial Advisors

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