Lumiant
Lumiant offers a transformative platform for advisors, enabling them to engage clients through a structured, values-based approach. By visualizing the impact of financial advice, it facilitates meaningful conversations and tracks progress towards goals. This empowers clients to make informed decisions, fostering lasting relationships and enhancing overall financial well-being.
Top Lumiant Alternatives
IonTuition
IonTuition offers a user-friendly online platform designed for managing student loan repayment effectively.
Spring
Mariner Financial Wellness offers an innovative financial wellness benefit designed to alleviate employee stress and enhance recruitment and retention.
HoneyBee
Employees gain access to no-cost, 0% funds on-demand for managing expenses and paying off debt, fostering financial security.
MyEva
MyEva offers personalized online financial guidance that empowers employees to cultivate a healthier relationship with money.
Candidly
Candidly is a transformative financial wellness software designed to empower users in managing their student loans.
Financial Fitness Group
Offering bespoke financial wellness programs tailored to user needs, this software empowers organizations to enhance benefits adoption, DEI, and productivity.
Brightside
With confidential assistance, individuals can receive help navigating crises, tackling debt, and building savings—providing essential...
VIVA Finance
With APRs ranging from 11.99% to 35.99%, loans can be processed in about two business...
BrightDime
By offering personalized education and unbiased coaching, it helps individuals improve spending habits, manage budgets...
SmartPath
Through advanced AI technology, it tailors resources to individual needs, empowering employees to make informed...
BenefitEd
Organizations can support employees with tuition assistance, student loan repayment, and college savings plans, aligning...
Keepify
With features such as envelope budgeting, alerts, and seamless integration of financial accounts, it fosters...
FutureFuel
With seamless implementation and real-time engagement dashboards, it empowers employees to manage their debt effectively...
Money Starts Here
By enhancing benefits communication and engagement, it fosters higher participation rates, reduces workplace stress, and...
Savology for Employers
It offers personalized financial plans, actionable recommendations, and access to financial professionals...
Top Lumiant Features
- Personalized advice experiences
- Emotional intelligence maximization
- Goal tracking and progress
- Visualizing advice impact
- Intangible value demonstration
- Structured difficult conversations
- Multi-generational relationship fostering
- Scalable client engagement
- Consistent information capture
- Values-based financial planning
- Measurable outcomes visualization
- Client values alignment
- Repeatable advice processes
- Empowering better financial choices
- Enhanced communication of value
- Simplified client onboarding
- Real-time feedback integration
- Customizable advising modules
- Comprehensive client insights
- Improved advisor-client relationships.
