Lumiant Support
Activity overview
Latest activity by Lumiant Support-
Lumiant Support created an article, [AU] Snapshot Guide to Reading a Client’s HALO Report [Product Guides]
Snapshot Guide to Reading a Client’s HALO Report HALO allows you, the trusted advisor, to initiate critical client conversations when they often hesitate to discuss such profoundly emotional and pe...
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Lumiant Support created an article, [AU] Lumiant HALO: Quick Start Guide - Site Setup [Getting Started]
[AU] Getting Started with Lumiant HALO Contents Hosting Options Customise the Experience Hosting Options This section covers everything you need to know about setting up your HALO assessment pag...
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Lumiant Support created an article, How to use Terms of Engagement (ToE) [AU]/Client Proposal [US] [How-Tos]
The ToE tool is designed to help advisors generate and send comprehensive Terms of Engagement/Client Proposal documents directly from the Lumiant platform. This tool automatically incorporates data...
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Lumiant Support created an article, Terms of Engagement (ToE) [AU]/Client Proposal [US] Overview [Product Guides]
Implementing a comprehensive ToE/Client Proposal using Lumiant's tool offers numerous advantages for advisors. A well-crafted ToE isn't just good for advisors; it also provides significant benefits...
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Lumiant Support created an article, Lumiant Portal Introduction Video Guide for Clients [Best Practices]
Overview Welcome to the Lumiant Portal Introduction Video Guide! This document is designed to help you effectively utilise the video resources available to educate your clients about the Lumiant po...
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Lumiant Support created an article, Lumiant Product Release Notes - 17 May 2024
Release Date: May 17, 2024Version: 2.20.4+build.16952 We are excited to announce the latest updates and enhancements to the Lumiant platform. This release focuses on improving the advisor and clien...
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Lumiant Support created an article, What is a Lead Magnet? [Best Practices]
A lead magnet is a marketing tool that helps you generate leads by offering additional value to a prospect in exchange for their contact information or engaging with your brand. Lead magnets can t...
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Lumiant Support created an article, Household Summary Overview [Product Guides]
Overview With Household Summary, you will feel as though your workflow is seamless, quickly see your client’s information and progress for an easy meeting prep, and understand your client’s needs a...
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Lumiant Support created an article, For clients: How do I manage my tasks? [FAQs]
The Tasks module allows you to take action on tasks assigned to you by your adviser in order to drive the completion of Goals, increase the progress of your values and improve your overall wellbein...
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Lumiant Support created an article, How to Pay Your Invoice via Direct Debit (Credit Card and Bank Account) [How-Tos]
Thank you for choosing to pay your invoice via direct debit. This guide will walk you through the simple steps to set up your payment using either your credit card or bank account. Step 1: Access Y...