Meet Lumina - a modern and holistic financial planning platform specifically designed for you and your clients.
Book a demoWe know you've a very specific workflow for your practice. Lumina learns and adapts to your processes, tools and your entire workflow so you can leave the grunt work and focus on building client relationships.
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We want to help advisors focus exclusively on building client relationships and personalized service. Lumina helps you offload your "busy" work so you can spend time with clients vs updating data in your apps.
Quickly refresh your memory before that client call. Lumina can pull client information scattered across different apps and put together summaries instantly
Get a draft financial plan ready within minutes, complete with data pulled from all your apps
Automate your workflows for your mid-office and back-office. Lumina integrates with all your apps and can act on your behalf, saving you valuable time
Lumina works with the apps you use already and there's no need to replace anything or retrain your team.
Get started for free
