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The latest news, views and updates in advice engagement

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

Aug 21, 20235 min read

Customer Case Studies

A Case Study with Telemus Capital: Grow your business with Lumiant HALO

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.

Jul 22, 20231 min read

Use Case: Expand household relationships with Lumiant HALO

Jul 22, 20231 min read

Use case: Personalize your client experience with Lumiant HALO

May 10, 20237 min read

Thought Leadership

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

May 9, 20234 min read

Thought Leadership

How Surveys fits in your Lumiant-enhanced financial planning experience

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

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