+
+

Related Products

  • Chime Workplace
    4 Ratings
    Visit Website
  • Service Center
    122 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Extole
    71 Ratings
    Visit Website
  • Boon
    41 Ratings
    Visit Website
  • Arlo Training Management Software
    243 Ratings
    Visit Website
  • CHARMS
    24 Ratings
    Visit Website
  • Docket
    59 Ratings
    Visit Website
  • Admiral
    68 Ratings
    Visit Website

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

When you simplify your financial planning you’re doing your best work, and when you do your best work your business will grow. How about instead of pitching the features and benefits of your products and services, deliver an interactive planning experience that tells a story about how your clients reach their destiny? Deliver an interactive experience and clear plans to improve every client meeting and close more business. Don’t miss out on referrals because clients can’t see your value. Customers love this easy-to-use, hands-on platform and are more likely to refer your firm when they have this tool at their disposal. Spend less time preparing for meetings and more time with the clients you’re meant to serve. Show clients the outcome of your investment recommendations, prove your advice is working, and build trust faster. Turn a prospect into a client within an hour with interactive real-time planning.

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

Institutions requiring a platform to improve their financial planning operations and grow their business

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

$149 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:

Review this Software

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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Lumiant
United States
lumiant.io

Company Information

Simplicitree
United States
www.simplicitreeplan.com

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
eMoney

eMoney

eMoney Advisor
inStream

inStream

inStream Solutions
Money Advice + CRM

Money Advice + CRM

Money Advice
MoneyGuide

MoneyGuide

Envestnet
ReportWa

ReportWa

Hexaview

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Lumiant and update features and information
Claim Lumiant and update features and information
Claim Simplicitree and update features and information
Claim Simplicitree and update features and information