Product Guides
Learn all about our platform and procedures
- How can I segment my clients in a bulk change?
- How to segment your clients in Lumiant
- Lumiant Workbench - Client list filtering and display
- How to Navigate Your Work Bench
- In-App nudges and notifications
- How to manage household access in Lumiant See all 13 articles
Your Work Bench
- Your Life - Module walk through
- Your Connections
- The Life Score
- How to send the Your Life Survey to clients
- Reviewing Your Life results with your clients - Best Practice
Your Life
- How to run a Values session
- How to introduce and run through a Values session with Role Play example
- Your Values Survey- How to send a Values survey to your clients
- What are the Values Statements?
- Values Training Activity Pack
Your Values
- What is the Your Goals Module
- How to add a Quick goal
- How to add SMART Goals
- Setting SMART Goals
Your Goals
- List of supported Australian and New Zealand data feeds by Yodlee
- Your Wealth- Powered by Yodlee
- Removing/Limiting accounts in Your Wealth connected by Yodlee
- Connecting client data feeds to Your Wealth
Your Wealth
- Introducing Investment Preferences
- Discussing Investment Preferences
- Understanding the Investment Preferences module
- The Investment Preferences Survey videos
Your Investment Preferences
- Understanding Your Best Life Inputs
- Recent Changes to Your Best Life Assumptions
- How are Your Best Life expected returns calculated
- Understanding Your Best Life
- How to use Your Best Life to sell down an investment property to fund retirement.
- FAQs: How Your Best Life modelling works See all 8 articles