Lumiant Support
Activity overview
Latest activity by Lumiant Support-
Lumiant Support created an article, 8 Dimension of Wellbeing & Values Based Advice [Getting Started]
What are the 8 Dimensions of Wellbeing? The 8 Dimensions of Wellbeing are: Emotional wellbeing: The ability to manage and express emotions in a healthy way. Intellectual wellbeing: The ability t...
-
Lumiant Support created an article, How to setup Multi-Factor Authentication for your practice & your clients [How-Tos]
Lumiant has multi-factor authentication enabled to allow you to increase your security. Multi-Factor Authentication, or MFA, is an extra layer of protection used to ensure the security of online a...
-
Lumiant Support created an article, Frequently Asked Questions about Yodlee data feeds [FAQs]
What is Yodlee? Yodlee is an online banking solution provider that uses your online banking username and password details to retrieve bank transactions on your behalf. Yodlee is the leading data ag...
-
Lumiant Support created an article, Troubleshooting Financial Connections [FAQs]
Feeds from financial institutions occasionally experience issues that may result in missing transactions, duplicate transactions, or transactions with incorrect information (e.g. merchant name). Th...
-
Lumiant Support created an article, Can I transfer Clients between Professionals? [FAQs]
Yes you can! But there are implications depending on the scenario as detailed below. Transfer clients between Professionals (Users) of the Same Business To transfer Clients or Households within you...
-
Lumiant Support created an article, Episode 1 - The shift from adviser led conversation, to client led conversation with James Wortley of Enlightened Financial Solutions [Podcast]
In the inaugural Lumiant Live podcast, Mark is joined by James Wortley, Director of Enlightened Financial Solutions in Mackay. James joins mark to discuss how he brought values based advice to life...
-
Lumiant Support created an article, What email notifications will a practice receive from Lumiant? [FAQs]
To help keep advisers updated on changes in client survey completion, Lumiant has developed email notifications to keep advisers up to date and on top of survey completion. Email notifications wi...
-
Lumiant Support created an article, The Coach: How to position Lumiant with your clients
An interview with Mark Ciucci Who is Mark Ciucci? To help you make the most of your Lumiant subscription, we spoke to our advice whisperer and coach, Mark Ciucci. Mark has had an illustrious career...
-
Lumiant Support created an article, How can I update my staff's details [FAQs]
Staff details can only be updated by a Practice Manager in the Lumiant platform. To update staff details such as role, practice office, title, name, email, country, and mobile number. The Practic...
-
Lumiant Support created an article, Approaching Fee Conversations- Tips for discussing fees [Best Practices]
Bringing up the topic of fees can be uncomfortable at times, however broaching the subject in the right way can lead to a strong long term relationship with clients. Having a strong framework can b...