Allirah Rehac
Activity overview
Latest activity by Allirah Rehac-
Allirah Rehac created an article, Lumiant's integration with Xplan - Set up and introduction [Product Guides]
If you use Iress' Xplan as your CRM, you can set up the integration between your practice's Lumiant site and Xplan instance. Please also refer to the guide in the Iress Community. What does it do? ...
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Allirah Rehac created an article, Lumiant integration with Xplan - Full Guide [Product Guides]
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 What the integrati...
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Allirah Rehac created an article, Data Feeds - Incorrect Balances for BT Panorama [How-Tos]
There is a known issue affecting holding balances and portfolio valuations on the BT Panorama platform. We raised the issue with our data feed provider InvestmentLink and they investigated the issu...
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Allirah Rehac created an article, Voice to Text Specifications [FAQs]
Learn more about our Voice to Text feature! What is it? Lumiant has integrated with Amazon Transcribe to allow you convert voice to text in any multi-line data capture. Saving you time, and allowi...
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Allirah Rehac created an article, Voice to Text [Video Tutorials]
Welcome to Lumiant’s new Voice to Text functionality powered by Amazon Transcribe! Save time with accurate transcripts, Amazon Transcribe uses a deep learning process called automatic speech r...
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Allirah Rehac created an article, Setting SMART Goals [How-Tos]
Goal Setting This is where we move from broad, long-term interests, to something very achievable for clients to act on. This is the opportunity for advisers to demonstrate how they help their clien...
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Allirah Rehac created an article, v0.8.0.3697 Release notes [Updates and Releases]
⭐️ New features Client statuses On the Workbench you are now able to view at a glance how your clients are progressing through the Lumiant process. Here are statuses you can now see in response to ...
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Allirah Rehac created an article, v0.5.5 Release Notes [Updates and Releases]
⭐️ New features Investment Preferences You can now send Investment Preferences surveys to your clients. This survey delivers financial education concepts across 7 short videos with questions to und...
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Allirah Rehac created an article, Setting up the first meeting for success [Best Practices]
Small and subtle shifts in an environment have a profound influence on how openly people communicate. By incorporating behavioural science and human factors into the way a firm’s office is set up, ...
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Allirah Rehac created an article, Your Goals [Product Guides]
The Your Goals module is where you can use SMART goals to capture actionable objectives and align them to clients' values. Goal setting using Your Goals is where we move from broad, long-ter...