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What is Lumiant?

Lumiant is a dedicated platform aimed at empowering individuals and their families to pursue their ideal lives with confidence through improved advice and client interaction. By emphasizing the profound impact of personalized guidance, it enables clients to see how financial advice positively influences their circumstances. This pioneering platform acts as a central hub for customer experiences, allowing advisors to connect with families regarding their fundamental values and financial goals, which aids in informed decision-making. Designed to enhance client relationships, Lumiant equips advisors to communicate their unique value effectively while delivering customized financial advice that meets the specific needs of each client. With a systematic, effective, and repeatable advisory process, financial professionals can grow their businesses efficiently, increase referrals, and boost revenue, all while cultivating connections that can last for generations. Furthermore, it provides a cost-effective approach that not only improves client retention but also promotes growth and sustains enduring relationships. In addition, Lumiant continually evolves to meet the changing needs of its users, making financial advice more accessible and impactful for families across different backgrounds. Ultimately, Lumiant is revolutionizing the financial advisory landscape by ensuring that the guidance offered is relevant and beneficial for all families involved.

What is Brightside?

The financial wellness of workers plays a vital role in their overall health and effectiveness, yet numerous financial wellness initiatives have failed to deliver the desired results. Brightside is transforming this landscape with its comprehensive financial care strategy. As a pioneering solution, Brightside streamlines the process for employers by removing the necessity for multiple point solutions and complex integrations. For employees, it provides instant access to financial experts and actionable help. While automated systems might view debt merely as a figure, a human advisor can grasp the deeper issues, like an employee's absence due to a vehicle malfunction or the distress caused by identity theft. Brightside employs skilled financial assistants who offer genuine support to help staff navigate life’s hurdles. Even though technology can never completely substitute for human engagement, it can significantly boost productivity and efficiency. Our Brightside app, along with its integrated services, delivers customized and effective assistance to countless families within the workforce, ensuring that support is readily available when needed. This groundbreaking approach marks a significant leap forward in promoting employee financial wellbeing and demonstrates a commitment to addressing the real challenges faced by workers today. By prioritizing both technological innovation and human connection, Brightside is setting new standards in the financial wellness industry.

Media

Media

Integrations Supported

Argyle

Integrations Supported

Argyle

API Availability

Has API

API Availability

Has API

Pricing Information

$249 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Lumiant

Company Location

United States

Company Website

lumiant.io

Company Facts

Organization Name

Brightside

Date Founded

2017

Company Location

United States

Company Website

www.gobrightside.com

Categories and Features

Categories and Features

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