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Transform Every Client Meeting into a Differentiated Experience

Empower your advisors to uncover what truly matters, run dynamic meetings, and turn financial advice into life-changing action - all in one intuitive platform.

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A flat vector illustration depicts a dynamic client meeting, aligning with the Lumiant brand guidelines. An advisor in a yellow shirt points to a large central screen showcasing a journey from life events to action, utilizing geometric containers filled with abstract icons like a house and family. On the right, a couple observes the process, with one holding a tablet. The screen features a yellow bird logo and a blue call-to-action button, while a podium on the left displays the 'LUMIANT' logo.
The Lumiant Advantage

The platform where Advice comes to life

Lumiant gives your advisors a repeatable, engaging framework to guide clients through the entire advice journey - so your firm’s value is never in question.

Discover & Prepare

Replace the spreadsheet snooze-fest with mobile-first surveys and values-based assessments. Uncover the emotional drivers and the 'Why' behind the wealth before the meeting even begins.
Protect the environmentEducate loved onesBe healthy and activeSpend without guiltSupport loved onesBe socially active
Modules: Values | Goals | Halo

Engage & Collaborate

Turn static, one-way presentations into dynamic strategic events. Visually map financial strategies directly to a family's life goals in real-time, transforming the advisor from a technician into an indispensable life partner.
Values
Goals
Net Worth
Key Advice Areas
Modules: Net Worth | Tasks | Key Advice Areas

Track & Act

Decouple your value from market performance. Track financial and non-financial goals side-by-side, proving the undeniable, ongoing impact of your advice at every single review.
aurora

Fund Family Europe Trip 2026

Family
$24,500/$30,000
75%
On Track
3 Tasks left
cat

Buy Cat Daycare

Business
$16,200/$18,000
98%
Nearly There!
6 Tasks left
Modules: Practice Insights | Advisor Insights
For Enterprises

Deliver a consistent, premium experience at scale

Give every advisor - from new associates to senior partners - the framework they need to lead with confidence, without losing their unique human touch. Lumiant ensures your firm’s standard of care is delivered flawlessly, ensuring you grow by deepening relationships, not just scaling processes.

marketing

Scalable, Consistent Experiences

Deliver a consistently human experience. Ensure every client feels deeply understood, no matter which advisor they see or which location they visit.

  • Walk into every meeting with a full values, goals and longevity profile.
  • Co‑create strategies live, linking each recommendation to client outcomes.
  • Leave clients with a visual path they can revisit any time.

A Differentiated Experience for All

Transform the experience at your firm, not just for clients, but for advisors too. Where tools continue to cut out the human element in favour of efficiency, flip the script - deliver smoother processes that save resources and centre the human side of advisory services.

Lumiant main logoLumiant main logo

Align Their Money with Their Meaning

Move beyond traditional risk profiling and average life expectancies.

From values-mapping to longevity and lifestyle protection, Lumiant gives a voice to the non-financial spouse. We help clients articulate what they truly value - whether that's family, freedom, or philanthropy - so your strategies are built on genuine understanding and trust.

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testing

Why Lumiant isn't just another tool

Advice engagement layer around your existing planning and portfolio stack
Proprietary longevity engine from HALO, backed by real health data.
Built for scale: from 5 to 500 advisors, same experience.
Comprehensive learning academy and guide
Lumiant Dimensions of Wellbeing