Getting Started
What you need to get started in Lumiant
- 8 Dimension of Wellbeing & Values Based Advice
- Why Lumiant?
- Introduction to Lumiant
- Understanding the 8 Dimensions of Wellbeing
- Your Life
- Your Values See all 19 articles
Product Overview
- Lumiant's Salesforce Integration Guide- Set up and instructions
- How to add an Adviser/User to Lumiant
- How to bulk upload your client book to Lumiant
- How to setup Multi-Factor Authentication for your practice & your clients
- White Labelling Guide
- How to add a login link for the Dashboard on your Practice's website See all 12 articles