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Lumiant Help Hub

Welcome to the Lumiant Help Hub

Topics

  1. 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
  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: Foundations Introduction [Product Guides]
    3. Surveys: Fact-Finding Workflow [Product Guides]
    Show 13 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 10 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. Lumiant Support Desk
    2. Client Portal Help Hub
    3. HALO Help Hub
    Show 2 more

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.

  • Client Household Management Request in Lumiant Support Desk

    Use this form to request changes to a client household in Lumiant, including deleting, deactivating, delinking, splitting, merging, or updating household records following a separation or the passing of a client.

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

    Tell us the problems you're experiencing.

  • Login Issues (Unable to Access Lumiant) in Lumiant Support Desk

    If you’re unable to log in to Lumiant, use this form for assistance.

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