Net Worth Gets a Power Boost Based on Customer Feedback

Since launching Net Worth late last year, we've received great customer feedback — and we've used it to drive our latest release. Many of the changes focus on improving the user experience and interface of the module, making it easier than ever to see a client's complete financial picture and understand where the data is coming from.

Here's what's new:

Integration Indicators

For accounts connected through integrations such as Yodlee, Tamarac, or XPlan, we've added a link icon to show which accounts have a live connection.

Direct Management

You can now directly manage the information within Net Worth by either manually adding assets or connecting to accounts through our integrations. Any edits made on this page will be reflected across the rest of the platform.

Engaging Functionality

We've enhanced the design to make Net Worth easier for clients and advisors to read and understand. Assets and liabilities are now neatly categorised, providing a clearer picture of a client's overall net worth.

Synchronised Governance

Net Worth and Governance are now connected, with data synchronised across both modules. If you update something in Net Worth, the changes will be reflected in Governance — and vice versa. This gives advisors the flexibility to update client information at any point in the advice process.

Timestamp for Updates

For greater governance, we've added a timestamp showing when the data for each asset and liability was last updated.

Household Filtering

To better show who owns what within a household, we've applied new checkbox filters for each client — so you can view their individual net worth as well as their combined net worth.

Enhanced Downloads

Advisors can now download and save a PDF version of a client's net worth details directly from the module, including the raw data feeds from integrations.

For more information about Lumiant's Net Worth module, you can read our product guide in the Help Centre.

As always, we're keen to hear from customers on how we can improve the platform further. If there's anything else you'd like to see added to Net Worth, reach out to customer-success@lumiant.io or leave a comment below.