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
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.
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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
An evidence-based compliance system solution for organizations and companies
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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 Videos |
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Pricing
$249 per month
Free Version
Free Trial
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Pricing
No information available.
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 InformationXyea
Founded: 2005
Ireland
www.xyea.com
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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