Lumiant has launched a free version of its award-winning cloud-based behavioural finance and client experience platform – Lumiant Lite.
Fintech platform Lumiant is transforming the financial advice industry by providing a software supported advice process that places the client first.
By aligning real-time insights to a client’s values, Lumiant enables “whole of wealth and whole of life” in one portal.
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.