The Dashboard is your out of the box client engagement portal for advisers and clients to work together to get a snapshot of clients' lives and values, and evolve along the way.
Once you sign up to Lumiant you will gain a custom URL for the Lumiant login page for you and your clients to use.
Your custom URL for the Lumiant login follows the format:
Our Support team can assist should you have any issues in identifying your custom URL and Practice ID, simply submit a request here and we will provide you further assistance.
If you have white label branding applied to your site, the login page will be branded with your Practice logo.
On your practice homepage you can use this URL to create a button that your clients and staff can use to login to Lumiant.
A similar example of this is what you see on our Lumiant home page:
The difference being, you would be directing your clients and staff to access their Lumiant login via your own website, making this look and feel as your own.
Contact your site administrator or developer to get it done and transition to a new way of engaging, values based relationships!
If your Practice's site is self managed on one of these website builders checkout these guides to get you started!
Wordpress - Add a link and button