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About

Empowering individuals and their families to live their best life confidently. Lumiant is an advice and client engagement platform that heroes advice. It has been designed to bring to life the intangible value of your advice, allowing clients to see its impact on their lives. Lumiant is a customer experience, advice, and client engagement platform empowering advisors to connect with families around their values and money goals to help them make better choices and live their best lives. Lumiant is designed to deepen client relationships and help advisers communicate their unique value while delivering financial advice specific to their client and their needs. Through its memorable, measurable, and repeatable advice process, Lumiant allows financial professionals to scale their businesses, increase referrals and drive revenue while fostering multi-generational relationships. A costless proposition that drives referrals, retention & revenue.

About

Pointerpro (formerly Survey Anyplace) is a software platform to create your own online assessments questionnaires with auto-generated personalized reports. It helps you turn your expertise into a tool that delivers personalized advice at scale. Discover why companies like Capgemini, Eneco, EDF, and Bare International, and expert advisors, including consultants, coaches, HR professionals, and marketers worldwide use Pointerpro to automate the delivery of personalized advice. Whether your goal is to scale your advisory business, generate leads, or simply save time through automation, Pointerpro makes it easy. Seeing is believing. Start your 7-day free trial with all functionality enabled to experience how you can automate your advice delivery with Pointerpro.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial professionals searching for a solution to drive referrals, retention and revenue

Audience

Midsize consulting and coaching agencies, Marketers, and HR professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$249 per month
Free Version
Free Trial

Pricing

$33 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.8 / 5
ease 4.4 / 5
features 4.7 / 5
design 4.6 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • I liked the ease of implementation with my team! Survey Anyplace immediately met the needs of my team providing us with the data we needed to make informed decisions.
  • After searching for a solution which could auto-generate reports in response to survey responses, Survey Anyplace/Report hit the spot! Love how it looks - the UX is great, and it's highly customisable.
  • The ease of use to get the assessment set up as well as designs and structure made the visual look professional. The support is fantastic and a huge reason we are continuing to use Survey Anyplace.
  • I think it could be a great product if it were made easier to use. I like the ability to design and distribute the survey easily. The technical assistance when I got it was also great.
  • Survey Anyplace is a tool that provides a survey to PDF generation. It has excellent features and support is unbelievable!!

Cons

  • I did not like the time it took from implementation to user comfort. The learning curve was longer than I expected.
  • If I'd not had their excellent support to rely on, I honestly would have struggled setting up the formulas for the creation of the reports; however, I that's probably more to do with my limitations than theirs!
  • There are quirks that needed to be worked out that were not straight forward when we started the project.
  • The collation of results is clunky - the dashboard should be able to convert a report - my sense was that there was a deliberate will to up-sell with further services rather than making them easy to use. I was happy eventually but it was not straightforward. I would ask a lot more questions if going through the signing up process again.
  • Like any tool, you have to invest time to use it. I don't think there is a better solution in the marketplace for high-end surveys and PDF reports.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Lumiant
United States
lumiant.io

Company Information

Pointerpro
Founded: 2012
Belgium
pointerpro.com

Alternatives

Alternatives

Money Advice + CRM

Money Advice + CRM

Money Advice

Categories

Categories

Assessment Features

Certification Management
Individualized Assessments
Multi-User Collaboration
Proctoring
Scoring
Skill Testing
Surveys
Test / Quiz Creation

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Pre-employment Testing Features

Aptitude Testing
Candidate Comparison
Candidate Management
Customizable Tests
Online Testing
Personality Testing
Pre-made Test Library
Real Time Reporting
Skill Testing
Test Authoring
Workflow Management

Survey Features

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Training Features

Academic / Education
Asynchronous Learning
Blended Learning
Built-In Course Authoring
Built-in LMS
Certification Management
Corporate / Business
eCommerce
Learner Portal
Mobile Learning
Simulation
Synchronous Learning
Training Companies

Integrations

Emailable
Facebook
Formstack
Formstack Documents
Google Analytics
Google Sheets
Mailchimp
Maintenance Care
Make
MindCloud
NeverBounce
Stripe
Vtiger Help Desk
Wufoo
Zapier

Integrations

Emailable
Facebook
Formstack
Formstack Documents
Google Analytics
Google Sheets
Mailchimp
Maintenance Care
Make
MindCloud
NeverBounce
Stripe
Vtiger Help Desk
Wufoo
Zapier
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Claim Lumiant and update features and information
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Claim Pointerpro and update features and information