Lumiant

Lumiant

Sold by : Lumiant

What is Lumiant?

Lumiant is a client engagement tool that empowers advisors to collaborate with clients and build custom financial plans. This revolutionary platform elevates conversations to actionable goals and tangible results, promoting improved overall well-being and financial prosperity for individuals. Experience interactive sessions and transform qualitative discussions into measurable achievements with Lumiant.

Lumiant Resources

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Company Details

Company Name : Lumiant
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Key Features of Lumiant

  • Personalized Financial Plans
  • Goal Tracking
  • Budgeting Tools
  • Investment Management
  • Retirement Planning
  • Debt Management
  • Expense Tracking
  • Savings Goals
  • Financial Education
  • Credit Score Monitoring
  • Tax Planning
  • Insurance Analysis
  • Net Worth Tracking
  • Cash Flow Analysis
  • Emergency Fund Planning
  • Estate Planning
  • Financial Health Score
  • Spending Insights
  • Customizable Reports
  • Mobile App Access
  • Show More

Specifications

Run On Mobile Browser : Yes
Available Support : Email,Phone
Languages Available : English
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Alternatives of Lumiant

Rain
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LearnLux
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Savology
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Spring
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Payactiv
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BenefitEd
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MyEva
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BrightSide
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Lumiant FAQ's

The top 5 features of Lumiant include:

  • Personalized Financial Plans
  • Goal Tracking
  • Budgeting Tools
  • Investment Management
  • Retirement Planning

Lumiant supports a variety of platforms including: Email, Phone.

Lumiant serves a wide range of businesses including StartUps.

The top three competitors of Lumiant are Rain, LearnLux and Savology. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Lumiant is available exclusively in English, providing a streamlined experience for English-speaking users.

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