Lumiant
Lumiant: Engaging clients, empowering advice.
"Lumiant is a client engagement platform designed to deepen advisor-client relationships and drive better financial outcomes. It facilitates values-based advice, goal setting, and collaborative planning, enabling RIAs to deliver a more personalized and impactful client experience. Firms use Lumiant to increase client satisfaction, improve retention, and attract new clients through differentiated service offerings."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Lumiant empowers RIAs to build stronger client relationships and deliver more meaningful advice by focusing on clients' values and life goals."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Lumiant integrates into institutional RIA stacks.
Alternative Peer Landscapes
3Equity
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401GO
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AbsoluteCapital
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Absolute Engagement
Unlock client loyalty with data-driven engagement.
Acclivity
AI-powered client engagement for modern RIAs.
AdvicePay
AdvicePay: Modern billing for modern financial advisors.