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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 Givitas?

Givitas provides equal access to shared wisdom for both customers and employees. This innovative social platform is dedicated solely to facilitating support and the sharing of advice among its users. The absence of selfies, political discussions, anonymity, or sarcasm sets Givitas apart, creating an environment where members can easily connect and exchange knowledge. As a result, engagement and loyalty flourish within this community. By linking founders, entrepreneurs, and business leaders with investors, Givitas enables its members to trade virtual assistance, insights, and introductions, which ultimately strengthens relationships while conserving time and resources. This network promotes a more compassionate approach to social interaction. Givitas nurtures qualities like trust, generosity, gratitude, and empathy among its users. Members frequently share help, guidance, and connections, enhancing brand loyalty and engagement with content. Additionally, Givitas serves as a secure sanctuary for those seeking assistance, populated by kind individuals eager to lend a hand and foster collaboration. In this way, the platform cultivates a supportive ecosystem that encourages continuous learning and growth.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Give and Take

Date Founded

2017

Company Location

United States

Company Website

giveandtakeinc.com

Categories and Features

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

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