Building Blocks To Empower Your Clients To
Live Their Best Life
At Lumiant, our mission is to provide Human-Centered Advice engagement solutions that empower Finance Professionals and Enterprises with essential building blocks to achieve their growth plans. We are committed to delivering personalized and innovative services that prioritize our customers' needs.
Powering business growth by unlocking
Client Conversations
A diverse network of forward-thinking companies.
Advisors want to make a difference, but most tools fail to deliver
Advisors are weighed down by disconnected tools, fragmented data, and static reports. It’s easy for important client goals to get lost and for meetings to become routine updates instead of transformative conversations. Clients want to feel understood, see all their advice come to life, and stay engaged between reviews.
The platform that puts advice where it belongs:
Front and Center
Empower your firm with a platform designed for deep client discovery, impactful advice, and measurable results, all beautifully visualised.
Mark, Advisor
Shaz, Client
Jeff, Client
Elise, SupportDefine the foundation
Start with purpose. Use our Values Discovery to understand what truly motivates your clients beyond their balance sheet. Interactive client-led goal exploration simplifies conversations and uncovers what truly matters.
Visualize & track advice
Build consistent, trackable strategies using the Advisor Workbench that aligns every action to a client's goals. Show clients their key advice areas and recommendations in real time, making value visible and actionable.
Celebrate progress
Go beyond AUM. Let clients see how you have worked together on their net worth, track goals, behavioral outcomes and celebrate progress towards their life goals achieved —driving engagement, trust, and retention.
Proof in the Numbers. Real Engagement, Real Value
Whether you’re building a practice, scaling a firm, or optimising a large team. Lumiant delivers measurable impact.
Michelle Smith
Managing Partner at SAVANT Wealth Management
Lumiant’s advice engagement software maximizes emotional intelligence (EQ), a soft skill that is of paramount importance for successful advisors.
Calypso Waddell
Product manager at Australian Private Capital
If Lumiant ceased to exist I’d be really disappointed. We’ve been looking for something that helped structure these difficult conversations and track goals progress for so long.
Michelle Smith - 2
Managing Partner at SAVANT Wealth Management
Lumiant’s advice engagement software maximizes emotional intelligence (EQ), a soft skill that is of paramount importance for successful advisors. Lumiant’s advice engagement software maximizes emotional intelligence (EQ), a soft skill that is of paramount importance for successful advisors. Lumiant’s advice engagement software maximizes emotional intelligence (EQ), a soft skill that is of paramount importance for successful advisors.
Calypso Waddell - 2
Product manager at Australian Private Capital
If Lumiant ceased to exist I’d be really disappointed. We’ve been looking for something that helped structure these difficult conversations and track goals progress for so long.
Calypso Waddell - 3
Product manager at Australian Private Capital
If Lumiant ceased to exist I’d be really disappointed. We’ve been looking for something that helped structure these difficult conversations and track goals progress for so long.
Calypso Waddell - 4
Product manager at Australian Private Capital
If Lumiant ceased to exist I’d be really disappointed. We’ve been looking for something that helped structure these difficult conversations and track goals progress for so long.
Take your client experience to the next level!
Scale with Lumiant where great client experiences start and scale. See how Lumiant transforms meeting preparation and client outcomes in 15 minutes.
