Search Result: Lumiant

Nov
08

Lumiant launches free client experience tool – Lumiant Lite

Lumiant has launched a free version of its award-winning cloud-based behavioural finance and client experience platform – Lumiant Lite.

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Oct
12

Lumiant wins Good Design Award as it reimagines advice experience

Lumiant has won a prestigious Gold Good Design Award Winner Accolade in the Good Design Awards for Design Excellence.

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Jul
27

Lumiant launches Your Life that lets the client scope their success

Your Life is a free module for Lumiant customers. It is available through the Lumiant platform from today.

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Jun
21

Lumiant signs two industry stalwarts on its path to success

Ex-Midwinter CEO and a founding director of Shadforth join Australian fintech company Lumiant to transform financial advice.

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Jun
16

Fintech platform Lumiant to raise a further $2m in extended Seed Funding round

Fintech platform Lumiant is transforming the financial advice industry by providing a software supported advice process that places the client first.

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Apr
01

Lumiant scales its business to help Financial Advisers scale theirs

Lumiant has made several appointments to help Financial Advisers shape and sustain extraordinary lives for their clients.

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Feb
11

Lumiant integrates with Basiq to provide “whole of wealth and whole of life” in one portal

By aligning real-time insights to a client’s values, Lumiant enables “whole of wealth and whole of life” in one portal.

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Nov
23

Lumiant, client engagement SAAS solution for financial advisers, approaches go-live date and smashes funding goal

Lumiant aims to provide a holistic and interactive end-to-end client engagement process for financial advisers and their clients.

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