Lumiant Help Hub

Welcome to the Lumiant Help Hub

Topics

  1. Lumiant Overview
    1. 8 Dimension of Wellbeing & Values Based Advice [Getting Started]
    2. The Science & Insights Shaping Our Values-Based Approach [FAQs]
    3. Introduction to Lumiant [Getting Started]
    Show 6 more
  2. Set Up Your Lumiant Site
    1. How to add an Adviser/User to Lumiant [How-Tos]
    2. How to bulk upload your client book to Lumiant [How-Tos]
    3. How to setup Multi-Factor Authentication for your practice & your clients [How-Tos]
    Show 10 more
  3. Lumiant Live Sessions
    1. Our Podcast - Lumiant Live
    2. In Conversation with David Haintz and Rob Jones [Webinar]
    3. Talking Pricing with Rob Jones, CEO of Peloton Partners, and Ty Cockle, CEO of Financial Foundations [Webinar]
    Show 6 more
  4. Lumiant Marketing Campaigns
    1. Your Life Marketing Campaign: Overview and Objectives [Email Templates]
    2. New Year, New You Marketing Campaign Overview [Email Templates]
    3. Marketing Strategy - How to get it right [Best Practices][White Paper]
    Show 1 more
  5. Lumiant Troubleshooting and FAQs
    1. How can I update my staff's details [FAQs]
    2. My temporary password has expired [FAQs]
    3. How to Pay Your Invoice via Direct Debit (Credit Card and Bank Account) [How-Tos]
    Show 15 more
  6. Foundational Skills
    1. Lumiant Academy
    2. LUMIANT ACADEMY - How to enrol and register [How-Tos]
    3. Foundation Skills - Conversation Principles [Best Practices]
    Show 18 more

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.

Suggested forms

  • Other questions in Lumiant Support Desk

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

  • Report a bug in Lumiant Support Desk

    Tell us the problems you're experiencing.

  • Report a system problem in Lumiant Support Desk

    Let us know if something isn't working properly and we'll aim to get it back up and running quickly.

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