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About this Product
Experiences that help advisors define and personalize plans. Understand your clients' position using tech-driven surveys. A client portal that guides clients to live their best lives.
About Lumiant
Lumiant is an advice engagement and client experience platform that helps advisors define, co-create and guide clients to live healthier, wealthier and wiser lives. Its visual, client-first portal augments the financial planning tech stack with tools that empower advisors to deliver highly personalized, engaging advice at scale. Our modules help transform your qualitative client conversations into quantifiable life outcomes through memorable, measurable and transformational lead generation and client profiling experiences. Our experiences are accessible to any client regardless of their financial literacy, enhancing their engagement in creating and acting on their personalized financial plan. Bringing to life the value of your advice and expanding your revenue opportunities through a holistic approach to their financial wellbeing.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.