Lumiant enters U.S. market with values-based financial life advice platform  

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Lumiant, an advice and ​client engagement platform that empowers advisors to connect with families around their values and money goals to make better choices and live their best financial lives, has announced its launch in the United States. Lumiant currently serves nearly 4,000 families globally via its platform utilised by financial professionals, and is specifically

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Lumiant wins Good Design Award as it reimagines advice experience

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Lumiant, a cloud-based behavioural finance and client experience platform, has won a prestigious Gold Good Design Award Winner Accolade in the Good Design Awards for Design Excellence. The winners of Australia’s peak international design awards were announced during the 2021 Good Design Awards Week. The Australian Good Design Awards is the country’s oldest and most

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Lumiant launches ‘Your Life’ that lets the client scope their success 

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Software supported advice platform, Lumiant, has launched its new ‘Your Life’ module. The new module enhances the Lumiant discovery process by identifying what success truly looks like for clients by aligning it with their values. Built for financial advisers by financial advisers, Lumiant is on a mission to radically transform how advice is delivered. Its

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