Please sign in or register to access software information via the Iress Community.
Xplan Integrations
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Lumiant Pty Ltd

john.gartland
Iress People

Overview

We are pleased to share the news that a new third party integration is soon to be available for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

 

Integration details

Lumiant is a behavioural finance and client experience SaaS platform for use by professionals to serve and engage their clients.

Software type: Digital Engagement

Locale:  Australia

Expected delivery: TBC

Activation type (once live): TBC

 

Contact details for integrator: Allirah Rehac allirah@lumiant.com.au Adrian Chung adrian@lumiant.com.au

Website for integrator: https://www.lumiant.com.au/

 

Description provided by the integrator:

Lumiant is a cloud-based behavioural finance and client experience platform built to support financial professionals to deliver scalable, client-centric advice. Our mission is to radically transform how advice is provided in Australia and across the globe by placing client values at the heart of the proposition.

Lumiant’s proprietary software supported advice process has been designed using a human-centred methodology. It uses behavioural finance and financial data to uncover the underlying motivators driving a client’s financial decisions. Then, with more than ten modules designed to identify, track and measure a household’s wellbeing, goals, strategies and tasks, financial professionals can help guide clients to live their best life.

 

Setup Instructions

This integration has been built by the third party integrator and they have not yet provided us with details on how to use the integration. Please contact the integrator for more information.

 

For further assistance

Please contact your Iress representative (Account Manager/Executive) if you need further assistance.

Related Articles

 

X
At Iress we are committed to ensuring that your experience using our community gets better. Did you find what you were looking for today?
We will use your feedback only for the purposes in which it was intended; to improve our products and services to you. At Iress, we always respect your privacy. To view our privacy notice, please visit our website