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Lumiant Help Hub

Welcome to the Lumiant Help Hub

Topics

  1. Contact Support & Track Your Requests
    1. Raise a Support Request - Lumiant Support Desk
    2. View My Requests
  2. Further Lumiant Resources
    1. HALO Help Hub
    2. Client Portal Help Hub
    3. Sign in to Lumiant
  3. Getting Started
    1. Lumiant Account Activation and Login Guide [FAQs]
    2. Introduction to Lumiant [Getting Started]
    3. Lumiant - 3 Steps to Practice Success [Getting Started]
    Show 4 more
  4. Practice Setup & Admin
    1. Multi-Factor Authentication Setup [How-Tos]
    2. Practice Manager Settings [Getting Started]
    3. Getting Started with Key Advice Areas (KAA) [How-Tos][Best Practice]
    Show 9 more
  5. Client Setup & Management
    1. Dashboard: Global Search & Advisor Landing Page [Product Guide]
    2. How to Create a Client and Add a Partner in Lumiant [How-Tos]
    3. Editing Clients & Households [How-Tos]
    Show 10 more
  6. Discovery & Fact-Finding
    1. Surveys: Quick Actions and Overview [Product Guide]
    2. Surveys: Foundations Introduction [Product Guides]
    3. Surveys: Fact-Finding Workflow [Product Guides]
    Show 13 more
  7. Advice & Strategy
    1. Key Advice Areas: Overview [Product Guides]
    2. Key Advice Areas: How-To [How-Tos]
    3. Governance: Overview [Product Guides]
    Show 10 more
  8. Implementation & Engagement
    1. Best Life Plan: Overview [Product Guides]
    2. Best Life Plan: Generating Exports and Fact Find [How-Tos]
    3. Tasks: Overview [Product Guides]
    Show 3 more
  9. 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
  10. 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
  11. 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
  12. 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
  13. 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
  14. Legal & Compliance
    1. Terms of Use [Legal and Compliance]
    2. Privacy Policy [Legal and Compliance]
    3. Security Overview [Legal and Compliance]

Suggested forms

  • General Enquiry in Lumiant Support Desk

    Don't see what you're looking for? Select this option and we'll help you out.

  • Report an Issue (Something Not Working) in Lumiant Support Desk

    Tell us the problems you're experiencing.

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