HALO Help Hub

Welcome to the HALO Help Hub

Topics

  1. Getting Started with HALO
    1. Lumiant HALO Product Overview [Product Guides]
    2. Why HALO Matters: Value for Advisors [Getting Started][Positioning Guide]
    3. The Science Behind Lumiant HALO: Client Summary [Best Practices][Client-Facing]
    Show 7 more
  2. Using HALO with Clients
    1. Quick Reference: Reading US HALO Reports [Product Guide]
    2. Quick Reference: Reading AU HALO Reports [Product Guides]
    3. In-Depth Guide: Interpreting US HALO Reports [Advisor Guides][Best Practices]
    Show 7 more
  3. Integrating HALO Into Your Workflow
    1. Integrating HALO Into Your Advisory Workflow [How-To]
    2. Advisor Success Stories: HALO in Action [Case Study] [Best Practices]
    3. Using HALO with eMoney (US) [Product Guides]
    Show 3 more
  4. Client Communication & Marketing
    1. Introducing HALO: Client Engagement Brochure [Marketing Guides][Best Practices]
    2. Marketing HALO: A Client Engagement Playbook [Marketing Guide][Best Practices]
    3. How to Promote HALO to Existing Clients [Product Guides][Marketing Strategy]
    Show 10 more
  5. Product Knowledge & Methodology
    1. White Paper: The Science Behind Lumiant - The HALO Approach [White Paper][Best Practices]
    2. White Paper: A Heuristic Approach to Longevity & Health Planning [White Paper] [Thought Leadership]
    3. HALO Methodology Explained [Product Guides][Thought Leadership]
    Show 2 more
  6. Privacy, Security & Compliance
    1. HALO Privacy & Security Overview [Legal and Compliance]
    2. How HALO Manages Data and Connectivity [Legal and Compliance][Data Architecture]
    3. HALO & HIPAA: What US Advisors Need to Know [Legal and Compliance]
  7. FAQs & Troubleshooting
    1. HALO: Frequently Asked Questions [FAQs]
  8. Further Lumiant Resources
    1. Lumiant Help Hub
    2. Client Portal Help Hub
    3. Lumiant Academy
  9. Need Assistance? Submit a Request
    1. HALO Help
      HALO Help

Suggested forms

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