Related Products
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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.
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About
Sombra turns a client meeting into an adviser-ready file note, then carries that note into the work that follows: a living client record, the relationships that need attention, and follow-through that keeps its context. Built for Australian financial advice firms and designed for AFSL compliance, it multiplies a team rather than replacing one. Sombra suggests, structures and prioritises; the adviser reviews, accepts and decides. A growing set of specialist AI teams runs alongside, with Regulatory Watch live today. Australian-hosted; your data is never used to train AI models. Start with three free file notes, no card required.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial professionals searching for a solution to drive referrals, retention and revenue
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Audience
Australian financial advice firms: advisers, principals and firm owners, paraplanners, and compliance teams.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$249 per month
Free Version
Free Trial
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Pricing
$49 AUD/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLumiant
United States
lumiant.io
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Company InformationSombra
Founded: 2023
Australia
getsombra.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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