The Client Experience Platform for High-Growth Advisory Firms
Serve your clients better and grow faster.
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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.

A platform that enables advisors to consistently define, co-create and guide clients toward living their best life.
Trusted by hundreds of
values-based advice professionals









“Lumiant’s advice engagement software maximizes emotional intelligence (EQ), a soft skill that is of paramount importance for successful advisors.”

“If Lumiant ceased to exist I’d be really disappointed. We’ve been looking for something that helped structure these difficult conversations and track goals progress for so long.”

“Lumiant allows us to capture information in a process and portal that’s more meaningful, consistent and scalable.”

“Lumiant’s advice engagement software maximizes emotional intelligence (EQ), a soft skill that is of paramount importance for successful advisors.”
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