Understanding Practice manager Settings in Lumiant [Getting Started]

As a practice manager, you will have access to your practice settings where you will be able to update and customise your practice needs in the Lumiant platform. These include: 

• Business details 
• Staff members
• White label (if Subscribed)
• Risk profiles 
• Integrations
• Client segmentation
• Key Advice Areas (Professional Package)
• Vault

Watch this short video to ensure all your settings are set and correct. 

Or read more here: 

Business details 

Here is where you can access your business detail information. You can view and update both your licensee and practice details. 

Staff settings 

Staff member settings will allow the Practice manager to:

• View the staff accessing the Lumiant platform 
• View and edit the staff members' Role
• View and edit staff members' details (including their email addresses)
• Manage staff access to households
• View if your practice has another office, including the staff within the separate office

White label (if Subscribed) 

1. Click  'White labelling'
2. Insert your hex colours codes and click 'Save changes'

Learn more here:White Labelling Guide [Product Guides]

 Risk profiles 

Here, you will find the option to create/manage and name your practice risk profiles and the associated asset allocation. 

Simply add or edit the details as needed. 

Learn more here: How to Add Your Practice's Risk Profiles to Lumiant [How-Tos]

Integrations

Lumiant has used the Iress Open API to build an integration with Xplan.

Please refer to the following pages to set up the integration:

• Iress Community.
• Set up guide for Lumiant.

Client segmentation

With Client Segmentation, you can control which modules you use as part of your client experience. This gives you the ability to keep those used frequently on and switch those that are not being used as part of your client experience off.

Learn more here: How to segment your clients in Lumiant [How-Tos]

Key Advice Areas (Professional Package)

Our Key Advice Areas module allows Advice Professionals to demonstrate the value of their advice by linking the client's values and goals to the strategies, The default strategies and key advice areas are configurable per practice. 

To configure, Select Key advice areas.

Here, the Practice manager can:

• Add a Key advice area
• Edit key advice names and description
• Edit and delete assigned strategies 
• Add a strategy

Once these settings are set, this will then flow through to the Key Advice Areas module.

Learn more here: How to use Key Advice Areas [How-Tos]

Vault

As the Practice Manager, you may want to reorganize Vault folders to align with your business language and workflow. Here's how to manage folder names, add new folders, change their order, or delete custom folders:

To Manage Vault Folders:

1. Navigate to Business Settings:
   • Click the cog icon at the top right-hand corner of the screen.
   • Select "Vault" from the settings menu.
2. Add a New Vault Folder:
   • Click the "+ Vault Folder" button at the top right of the Vault interface.
   • Enter the name of the new folder.
   • Click "Add" to create the new folder.
3. Change the Order of Folders:
   • Adjust the order of folders by dragging and dropping them into your preferred sequence on the list.
4. Rename a Folder:
   • Click on the folder name you wish to rename.
   • Enter the new name for the folder.
   • Click outside the text field to save the new name.
5. Deleting Custom Folders:
   • You can delete custom folders created by you as the Practice Manager.
   • Note that existing default folders cannot be removed, as they are linked to the Governance survey where clients upload documents.