Elise Little
Articles
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HALO FAQs Guide [FAQs]
Frequently Asked Questions (FAQ) for HALO Assessment Welcome to the FAQ section for the HALO Assessment. Here, we address common questions and provide clarifications regarding the science and limit...
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How to manage household access in Lumiant [How-Tos]
We know that sometimes a client's adviser might change, or you need to set up a team to manage a particular household. Lumiant has rolled out the ability to manage a household's access, allowing ...
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Your Vault - Client User Guide [FAQs]
[Step-by-Step Instructions] [How to Use Your Vault Client] What is Your Vault? Your Vault is a comprehensive digital filing cabinet designed with you in mind; it prioritises security, ensuring tha...
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Getting Your HALO Assessment Embedded on Your Website
Why Embed HALO? Embedding HALO on your website is an excellent way to nurture existing clients and generate new leads. It keeps all client resources in one central location, offering a seamless, pe...
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How-To Fit HALO into Your Workflow [How-Tos]
“How can financial advisors possibly fulfil their fiduciary responsibility to clients today without an intimate knowledge of the health aspects impacting both their physical and financial lives.” D...
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Your Best Life Plan [Product Guides]
Introducing the Best Life Plan: a comprehensive tool that captures all client information, tracks progress and ensures ongoing engagement with financial goals in an easy-to-understand document. ...
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Identifying and Fixing Broken Data Feeds in Lumiant [FAQs]
How to Address a Broken Yodlee Link Within Lumiant's Governance and Net Worth module, both advisors and clients can identify and address issues related to broken links with Yodlee. A broken link ma...
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List of supported Australian, New Zealand, and US data feeds by Yodlee [Product Guides]
Obtain a complete picture of a family’s net wealth by automating the collection and aggregation of a client’s net financial position into Lumiant. Our data aggregation is powered through our partn...
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Your Life Lead Magnet [Product Guides]
What is the Your Life Lead Magnet? You can access a standalone version of the Your Life module to host on your website or in social posts as a lead magnet. To do this, Lumiant will produce a uniqu...
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How to use Your Vault [Product Guides]
This how-to guide will walk you through all the common functions of the vault and how to manage these, including: Accessing the Best Life Plan Sharing/uploading a document to Your Vault Managing ...