LUMIANT

Lumiant is an advice and client engagement platform where advisors connect with clients around their lives, values and finances... At Lumiant, we see four macro trends that are disrupting the way advice is delivered. We wanted to design a platform to support advice professionals in overcoming these challenges... The Lumiant platform places the client at the heart of its experience. We design for the client-first, ensuring we can support you in delivering an extraordinary experience.

Also known as: Lumiant Pty Ltd.

Primary location: Evanston United States