The Client Experience Platform for High-Growth Advisory Firms
Your CRM manages your data. Your planning software manages the money. Lumiant manages the experience. Orchestrate consistent, meaningful client meetings across every advisor and every location.
Ready to deliver consistent, measurable client value at scale?
Deeper client understanding creates more opportunities to serve, engage families, and inspire action.
Unlock deeper client motivation by visualizing the impact of lifestyle choices on their life, health, and wealth.
Activate 12 pre-defined Key Advice Areas, achieve your clients goals and dreams.
Powering business growth by unlocking
Client Conversations
A diverse network of forward-thinking companies.
You have tools for everything, except the most important part: Client Relationships.
Most tech stacks are built for back-office efficiency, not front-office connection.
The result? Inconsistent experiences, ‘snooze-fest’ chart reviews, and advice that feels commoditised. To scale a world-class firm, you need a world-class delivery system for your advice.
Constant tab hopping creates a disjointed and confusing experience for clients.
Financial charts and spreadsheets disengage non-financial clients and devalue the relationship.
Serve the Human. Grow the Firm.
You have enough software to manage the portfolio. You need a system to manage the human. Lumiant is the Client Experience Platform for Advice that officially decouples your firm’s revenue from volatile market returns.
Hamish, Advisor
Shaz, Client
Ashray, Client
Elise, SupportConsistency with Confidence
Lumiant gives your advisors exactly what they need to deliver a consistent, compliant experience, letting you focus on the big picture without reinventing the wheel.
Excited to Engage
Forget the stilted meeting experience of the past. With Lumiant, your advisors will have the tools they need to feel prepared and eager to drive growth, retention, and engage with clients on their plans and longevity.
Bring the Inspiration
Lumiant is for firms that want to push the envelope on client experience, delivering unique experiences that improve client loyalty, capture greater wallet share, and differentiate themselves from the competition with value-rich experiences.
Find Fulfilment
Lumiant motivates your team, helping them to clearly demonstrate the value of their advice, and to deliver a real and measurable difference in their clients' lives.
Trusted by
Top Advisory Firms
Whether you’re building a practice, scaling a firm, or optimising a large team. Lumiant delivers measurable impact.
Of New Users Goals Achieved in One Year!
Of New Users Goals Achieved in One Year!
Of New Users Goals Achieved in One Year!
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.”
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.
Right tools for every team, any stage of growth
We transform financial advice from a clinical transaction into a deeply connected relationship - translating your clients' values into compliant, fee-justifying action.
Personalized longevity projections that clients understand.
HALO is the industry's only longevity and lifestyle protector. It transforms the terrifying, unspoken fears of aging and healthcare costs into a dignified, deeply personalized roadmap.
