Mark Akeroyd
Activity overview
Latest activity by Mark Akeroyd-
Mark Akeroyd created an article, HALO Customer Case studies [Best Practice]
Explore the game-changing capabilities of Lumiant HALO in our series of articles. Learn how it enhances personalized advice delivery, as well as its pivotal role in Telemus Capital's remarkable bus...
-
Mark Akeroyd created an article, [US] HIPAA Does not Apply to Lumiant HALO [Legal and Compliance]
HIPAA DOES NOT APPLY TO Lumiant HALO What is HIPAA: The Health Insurance Portability and Accountability Act of 1996, Pub. L. 104-191 (as amended from time to time, “HIPAA”) was enacted in 1996 in ...
-
Mark Akeroyd created an article, HALO Assessment Questions [Legal and Compliance]
With HALO's 6-component analysis, you can present your clients with a realistic scenario customised to their unique needs. 6 Components of HALO Hereditary Health & Lifestyle Risk Longevity Timeli...
-
Mark Akeroyd created an article, Lumiant HALO Product Overview [Product Guides]
Welcome to Lumiant HALO Secure your future with an advice engagement and client experience platform that empowers clients to plan their future with greater confidence. Explore our product further—d...
-
Mark Akeroyd created an article, HALO Networking and Data Flow [Legal and Compliance]
This section covers the networking and data flow for all HALO products. This section must be revisited upon any network changes or product introductions. 1.1 DATA FLOW: The HALO application is a...
-
Mark Akeroyd created an article, How to export data from Net Worth? [How-Tos]
Our Net Worth module enables you to export your clients' balance sheet into a PDF, facilitating a better understanding of their financial situation and aiding in management, planning, and decision-...
-
Mark Akeroyd created an article, Lumiant Platform and Timing Out System [FAQs]
Welcome to our Lumiant Timeout System FAQ guide. In this resource, we will address common questions and concerns related to Lumiant's automatic logout mechanism, ensuring you understand how it work...
-
Mark Akeroyd created an article, A Heuristic Approach to Longevity & Health Planning [White paper] [Best Practices]
A Heuristic Approach to Longevity & Health Planning White paper Models are used to help us understand the world. Just as a map is not the actual physical territory it represents, a model is also j...
-
Mark Akeroyd created an article, We have a new website! [Updates and Releases]
Here's a quick snapshot of what you need to know We’ve launched a new website and brought Lumiant under one URL - www.lumiant.io - which can take up to 48 hours to begin operating smoothly for som...
-
Mark Akeroyd created an article, Don’t be the next headline: Here are 5 tips to enhance your data security with Lumiant [Best Practices]
“You’ve been hacked” is the last thing anyone wants to hear, which is why we take cyber security very seriously at Lumiant. We know data security is paramount to your clients, particularly as more...