Jul 122 min readPress ReleasesLumiant Enters its Next Phase to Go from AdviceTech Start-Up to Enterprise-Ready Client Experience Platform
Oct 6, 20233 min readPress ReleasesLumiant Launches The Academy to Help Upskill the Industry in Values-Based Advice
Sep 19, 20232 min readPress ReleasesAdvice Engagement Platform Lumiant Announces Partnership with Concourse Financial Group Securities
Jul 22, 20232 min readModule UpdatesIntroducing client segmentation: a new setting to deliver different experiences to different clients
Apr 26, 20234 min readPress ReleasesLumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choices
Mar 27, 20233 min readPress ReleasesAdvice Engagement Platform Lumiant Announces $3.5M USD to Develop Mobile App
Jan 24, 20232 min readPress ReleasesLumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Jan 17, 20232 min readPress ReleasesLumiant integrates with Xplan to better connect front and back office for advice firms
Dec 6, 20223 min readPress ReleasesFinancial Advisor & Divorce Financial Expert Michelle Smith Levels-Up Client Experience with Lumiant
Jun 1, 20222 min readPress ReleasesSavant Wealth Management invests $3M in advice engagement platform Lumiant
Apr 22, 20221 min readPress ReleasesLumiant is recognized for solving an industry problem in WealthTech 100
Oct 12, 20213 min readPress ReleasesLumiant wins Good Design Award as it Reimagines Advice Experience
