Lumiant Product Update: Enhancing the User Experience for Financial Advice Professionals
We're thrilled to announce several exciting updates to our client experience financial planning software. These enhancements aim to streamline workflows, maximise efficiency, and offer a more intuitive interface for advisors and clients alike.
The driving sentiment behind these changes is to ensure advisors feel confident in the tools supporting their workflow and client interactions — so they have all client information at the ready, can save time during fact-find and onboarding, can easily update existing client governance data, and can feel at ease knowing they have what they need for compliance purposes.
Let's dig into the updates.
UI Enhancements for Improved Navigation and Efficiency
We've implemented a collapsible left navigation menu — say goodbye to unnecessary scrolling. The menu is now pinned to the side, providing a larger module screen area for enhanced usability. With a single click, users can expand or collapse the navigation, optimising their workspace for maximum productivity.
We've also tidied up other areas of the platform, including the footer, to give you more space and make more efficient use of each module.
Simplified Governance
Understanding client needs and accessing relevant information at a glance is paramount for advisors. With our Governance module enhancements, advisors can now:
Customise sections. Tailor the Governance module to fit specific client requirements by selecting or hiding different sections. This flexibility ensures clients only access the information pertinent to their situation, reducing confusion and unnecessary work.
Client notes integration. Clients can now conveniently add notes to individual entries within Governance modules without overriding advisor notes — enhancing transparency and communication between advisors and clients.
Enhanced Investment Management Capabilities
We've also bolstered Lumiant's investment management capabilities to provide more comprehensive tracking of investment accounts.
Expanded investment dropdown. Easily track various investment account types, including 529a (US only) and Trust accounts (US and AU), ensuring a holistic view of clients' financial portfolios.
Flexible beneficiary options. Clients can now designate beneficiaries for their investments even if those beneficiaries don't have their own client account in Lumiant. Clients can enter any name, providing greater flexibility and customisation in beneficiary designation.
Our Continued Commitment to Excellence
While we're excited to introduce these enhancements, we're continuously working to improve Lumiant's functionality and user experience. Our engineering team is actively addressing known issues and fine-tuning features to ensure a seamless experience for all users.
These updates reflect our ongoing dedication to innovation, usability, and client satisfaction. Stay tuned for more exciting developments as we continue to evolve Lumiant to meet the needs of the financial advice industry.
Log in to your Lumiant account to explore these features firsthand, or contact our support team for assistance.