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Get back to doing what you LOVE with Lumiant

Life-centered financial planners use Lumiant to define, co-create and guide their clients' best lives.


Ready to create extraordinary advice experiences for your clients? Schedule an introductory call with one of our experts and see how Lumiant can augment your advice experience.

15 minute intro call so we can learn about you & show you the basics

Get answers to your questions 

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

Michelle Smith

Source Financial Planning

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