Lumiant

Lumiant is a values-based advice experience platform designed to help advisors and clients create meaningful relationships and achieve their goals. Lumiant's Discovery & Progress, Data Collection, and Advice Delivery tools enable advisors to provide highly personalized advice experiences at scale. Lumiant's modules also help to visualize the impact and value of the advice given, making it easier for advisors to track progress. Lumiant's software is designed to maximize emotional intelligence (EQ), an important skill for successful advisors.

Lumiant's subscriptions are tailored to fit the needs of their clients, whether they are looking for assistance with discovery or the complete experience suite. They also offer a newsletter for their clients to stay up to date with the latest news and updates.

What sets Lumiant apart from other businesses in the same industry is their focus on values-based advice, as well as their ability to provide highly personalized advice experiences. Their software also maximizes emotional intelligence, which is an important factor in successful advice. With Lumiant, advisors and clients are able to create meaningful relationships and achieve their goals.