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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.
Description
We provide a range of assistance and consulting services for both individuals and professionals, including IT support and strategic guidance for businesses, as well as search engine optimization (SEO) and cybersecurity solutions to safeguard against fraud risks. Our team is equipped to address your needs efficiently, whether it's protecting your sensitive files and personal information from cyber threats or recovering deleted data, all while keeping your budget in mind. Cybercriminals don’t discriminate; anyone can fall victim, regardless of their social media status, as they target bank accounts, assets, and personal information. Since our establishment in 1999, we have focused on cybersecurity, offering customized services tailored to your specific requirements, drawing from our extensive experience in corporate environments, risk prevention, and investigative practices. We prioritize a proactive approach to ensure your digital safety and peace of mind.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$249 per month
Free Trial
Free Version
Pricing Details
$79 per user 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
Lumiant
Country
United States
Website
lumiant.io
Vendor Details
Company Name
PACTA
Founded
2014
Country
Canada
Website
pacta.io
Product Features
Product Features
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management