TopSoftwareAdvisor Loader Icon
©Copyright 2025 - Top Software Advisor
Lumiant

Lumiant

Sold by : Lumiant

What is Lumiant?

Lumiant - your ultimate client engagement solution designed to enhance collaboration between advisors and clients. With Lumiant, advisors can create customized financial plans, leading to improved well-being and financial success for individuals. Elevate conversations to actionable goals and track measurable achievements with this innovative platform. Engage in interactive sessions and turn qualitative discussions into tangible results with Lumiant.

Lumiant Resources

Lumiant Pricing

To receive a personalized quote

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

Company Name icon
Company Name
Lumiant
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email,Phone
Languages Available icon
Languages Available
English

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.

Alternatives of Lumiant

Rain
View Profile
LearnLux
View Profile
Savology
View Profile
Spring
View Profile
Payactiv
View Profile
BenefitEd
View Profile
MyEva
View Profile
BrightSide
View Profile
Subscribe our newsletter

Subscribe our newsletter

New Things Will Always Update Regularl