Key Advice Areas — You Asked. We listened.

We only launched Key Advice Areas earlier this year, and following some great feedback from our customers, we've recently updated the module. Special thanks to Albert Delaney and Elliot, Australian Private Capital, Enlightened Financial Solutions, and Treysta Wealth Management for their input on this update!

What's Changing?

A New Overview Section

We're introducing a new Overview section that provides a progress snapshot of the Key Advice Areas you're working on with each client. The snapshot is categorised into three areas:

• Requires immediate action — Key Advice Areas with progress scores under 60%
• Overdue a checkup — scores between 60–89%
• Clean bill of health — everything 90% and above

Each Key Advice Area tile also shows the strategies that have been implemented, now sorted by percent complete by default.

The Overview is displayed as a widget on the client dashboard for an easy at-a-glance view of priority action items. Clients will also be able to see the summary on their own dashboard and access Key Advice Areas directly — so they can understand what each strategy means to their overall plan and the value you're providing.

Sorting by Priority

You asked for the ability to sort Key Advice Areas to better understand priority areas. We've added a dropdown sort function that allows you to sort by progress, number of strategies linked, number of goals linked, and number of tasks linked.

Start and End Dates, Plus Strategy Amounts

We've added start and end dates as well as amounts within the strategy details modal. This is particularly useful for time-boxing and compliance, giving you and your clients a clear record of what needs to be completed and by when.

The Strategic Hub of Lumiant

Key Advice Areas is quickly becoming the strategic hub of Lumiant — the place where you can walk clients through the advice areas you're working on (and just as importantly, the ones you're not). Discuss the financial strategies that will help clients progress. And surface the values, goals, and tasks linked to those strategies that will empower clients to live their best lives.

Most importantly, Key Advice Areas is becoming the module that demonstrates your value, your different service offerings, and your advice expertise — visually, to the client.

Let us know what you think of the changes, and as always, keep submitting your feedback on how we can make the platform better.