Setting up Your Lumiant site
- Lumiant's Salesforce Integration Guide- Set up and instructions
- How to add an Adviser/User to Lumiant
- How to bulk upload your client book to Lumiant
- How to setup Multi-Factor Authentication for your practice & your clients
- White Labelling Guide
- How to add a login link for the Dashboard on your Practice's website
- Lumiant's integration with Xplan - Set up and introduction
- For Professionals: Data Feed set up
- How to Add Your Practice's Risk Profiles to Lumiant
- Understanding Practice manager Settings in Lumiant
- Your Life Lead Magnet
- Don’t be the next headline: Here are 5 tips to enhance your data security with Lumiant