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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

Enabling vulnerable people to live a better quality of life. Ensuring that the people bring support are happy and safe and feel they get the right type and quality of support to enable them to live fulfilled lives. Those being supported can live safe, well-supported, and fulfilled lives. Families are happy that they chose well in the service provider selected and are fully engaged and up-to-date on all aspects of their loved one’s life in as much as they wish to be. Vulnerable people and their loved ones feel absolutely safe and are reassured by their services provider’s capability and track record to support them taking risks that promote positive life experiences. Providers can support individuals and their families to the standard expected in these very challenging times using the Xyea COVID-19 package. Ensuring each individual has an enhanced life experience, achieving what is important to them and supported in a personable, friendly and relaxed manner at a pace that suits.

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

An evidence-based compliance system solution for organizations and companies

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

No information available.
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 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

Xyea
Founded: 2005
Ireland
www.xyea.com

Alternatives

Alternatives

Money Advice + CRM

Money Advice + CRM

Money Advice
Segmantics

Segmantics

Segmantics

Categories

Categories

Audit Features

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

Risk Management Features

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
Internal Controls Management
IT Risk Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

Integrations

No info available.

Integrations

No info available.
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