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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

AdviceSheet serves as an alternative to traditional 360° performance evaluations for teams. Born from our dissatisfaction with the conventional 360 reviews that prioritize numeric scores yet fail to provide actionable insights, we created this tool to foster meaningful conversations through comprehensive feedback. Within AdviceSheet, you will discover a collection of 13 carefully crafted questions aimed at extracting insights about individuals’ strengths while also identifying areas for improvement and potential issues from diverse viewpoints, ultimately aiding personal and professional growth. The reports generated by AdviceSheet are filled with constructive advice and thoughtful feedback that offer significant value. Furthermore, one of the standout features is that it empowers the individual being reviewed to take control of the feedback process, making it a more engaging and effective experience. This approach not only enhances self-awareness but also contributes to a more supportive team environment.

Description

Lumiant is a platform dedicated to empowering individuals and their families to confidently pursue their best lives through enhanced advice and client engagement. By focusing on the immeasurable value of personalized advice, it enables clients to recognize the positive effects of financial guidance on their lives. This innovative platform serves as a customer experience hub that allows advisors to engage families around their core values and financial aspirations, ultimately aiding them in making informed decisions. Designed to strengthen client relationships, Lumiant helps advisors articulate their distinct value while providing tailored financial advice that aligns with each client's needs. With a structured, impactful, and repeatable advice process, financial professionals can efficiently expand their businesses, boost referrals, and increase revenue while nurturing connections that span generations. Moreover, it offers a cost-effective solution that not only enhances client retention but also drives growth and fosters lasting relationships. Ultimately, Lumiant is transforming the landscape of financial advice, making it more accessible and impactful for all families involved.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Breathe

Integrations

Breathe

Pricing Details

$24 per month
Free Trial
Free Version

Pricing Details

$249 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AdviceSheet

Founded

2020

Website

advicesheet.com

Vendor Details

Company Name

Lumiant

Country

United States

Website

lumiant.io

Product Features

360 Degree Feedback

Dashboard
Feedback / Surveys
Progress Tracking
Question Library
Rater Selection
Self Service Portal
Supports External Reviewers

Product Features

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