The latest news, views and updates in advice engagement

How SYKON Capital transformed client relationships with values-based financial planning using Lumiant's Client Experience Platform.

Learn how you can use Lumiant to improve the management and engagement of client review meetings with Australian Private Capital.

WE Alliance Wealth Advisors has made personalized longevity assessments with Lumiant HALO a key part of their financial planning experience.

In this Lumiant case study, we take a look at how Source Financial uses Values to connect with clients and define their best lives

In this case study, we explore: Covering specific, insurable needs with HALO; and Differentiating your practice

In this Lumiant HALO case study we explore: How HALO helps personalize financial solutions; and How HALO positions you as the expert.