top of page

The latest news, views and updates in advice engagement

Sep 103 min read

Reimagining Client Engagement: The Power of an Enhanced Best Life Plan

Aug 216 min read

Revolutionising Client Proposals: The Power of a Comprehensive, Client-Focused Terms of Engagement

May 94 min read

Thought Leadership

Lumiant Update - May

Mar 153 min read

Lumiant Product Update: Enhancing the User Experience for Financial Advice Professionals

Feb 142 min read

Sneak Peak: Lumiant to hero client wellbeing with enhanced dashboard

Jan 42 min read

Net Worth gets a power boost based on customer feedback

Jul 22, 20232 min read

Introducing client segmentation: a new setting to deliver different experiences to different clients

Jul 22, 20232 min read

Key Advice Areas - You asked. We listened.

May 10, 20237 min read

Thought Leadership

The questions a lifestyle-influenced, longevity-optimized modeling tool answers

Apr 13, 20233 min read

Our dashboard has a new look!

Feb 8, 20231 min read

Enhancing the Your Life and Your Values user experience

bottom of page