Lumiant Help Hub

Welcome to the Lumiant Help Hub

Topics

  1. Getting Started
    1. Introduction to Lumiant [Getting Started]
    2. Lumiant - 3 Steps to Practice Success [Getting Started]
    3. Understanding the 8 Dimensions of Wellbeing [Product Guides]
    Show 3 more
  2. Practice Setup & Admin
    1. Multi-Factor Authentication Setup [How-Tos]
    2. Practice Manager Settings [Getting Started]
    3. Adding Advisers/Users [How-Tos]
    Show 8 more
  3. Client Setup & Management
    1. Dashboard: Global Search & Advisor Landing Page [Product Guide]
    2. How to Add Clients to Lumiant [How-Tos]
    3. Editing Clients & Households [How-Tos]
    Show 10 more
  4. Discovery & Fact-Finding
    1. Surveys: Quick Actions and Overview [Product Guide]
    2. Surveys: Overview [Product Guides]
    3. Surveys: Sending Surveys [FAQs]
    Show 15 more
  5. Advice & Strategy
    1. Key Advice Areas: Overview [Product Guides]
    2. Key Advice Areas: How-To [How-Tos]
    3. Governance: Overview [Product Guides]
    Show 9 more
  6. Implementation & Engagement
    1. Best Life Plan: Overview [Product Guides]
    2. Best Life Plan: Generating Plans [How-Tos]
    3. Tasks: Overview [Product Guides]
    Show 3 more
  7. Client Communication & Marketing
    1. Whitepaper: Marketing Strategy – How to Get It Right [Best Practices]
    2. Campaign: Your Life Overview & Objectives [Email Templates]
    3. Emails for Existing Clients: Your Life Campaign [Email Templates]
    Show 17 more
  8. Training & Skills
    1. Lumiant Academy: Enrolment & Registration [How-Tos]
    2. Protocol: Initial Enquiry [Best Practices]
    3. Introducing Lumiant to Clients [Getting Started]
    Show 16 more
  9. Support & Troubleshooting
    1. Raising a Support Request [How-Tos]
    2. Registering for the Help Hub [How-Tos]
    3. Using the Lumiant Virtual Service Agent [FAQs]
    Show 12 more
  10. Integrations & Data Feeds
    1. Lumiant Integration with Xplan - Full Guide [Product Guides]
    2. Lumiant Integration with Xplan - Setup and Introduction [Product Guides]
    3. Troubleshooting Xplan Client Sync Issues [How-Tos]
    Show 6 more
  11. Lumiant Live Podcast & Webinars
    1. Lumiant Live Podcast
    2. The Future of Financial Advice with David Haintz & Rob Jones [Webinar]
    3. Talking Pricing [Webinar]
    Show 6 more
  12. Legal & Compliance
    1. Terms of Use [Legal and Compliance]
    2. Privacy Policy [Legal and Compliance]
    3. Security Overview [Legal and Compliance]
  13. Further Lumiant Resources
    1. HALO Help Hub
    2. Client Portal Help Hub
    3. Lumiant Academy

Portals

  1. Client Help Hub

    Explore more topics to get the most out of Lumiant — just select one to get started.

  2. Lumiant Support Desk

    You can raise a request to the Lumiant Support Team using the options provided.

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