WEALTH MANAGERS
POWERING
LUMIQ blends proprietary machine intelligence with the collective human intelligence of an award-winning team of institutional wealth management industry veterans to bring Smart Portfolio Optimisation and
Goals-based Financial Planning to advisors.
LUMIQ is purpose-built to address the unique goals of financial advisors across the entire spectrum of the wealth management industry.
LUMIQ empowers advisors to meet their clients' performance expectations with confidence.
01 COMPETITIVE EDGE
Transform your Advisory Business
STAND OUT TO CLIENTS
CUT COSTS AND SCALE
IMPROVE EFFICIENCY
AND PERFORMANCE
02 OUR SOLUTIONS
BUSINESS MONITORING
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Advisor Dashboard
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Monitor Portfolios
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Client Reports
INVESTMENT PLANNING
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Client On-Boarding
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Portfolio Management
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Asset Selection
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Order Log Book
UNIQUE OPTIMIZERS
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Proprietary Forward Looking Returns
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Choice of Optimizers
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Weights Allocation
GOALS BASED PLANNING
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Tailored Solutions
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Scenario Analysis
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Portfolio Comparison
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Client Report
AWARDS :
MENTORS TO :
Top 4 Robo-Advisor in Asia.
2nd Best in Portfolio Construction Maturity Ranking
2018
TESTIMONIALS & REVIEWS
Financial planning and wealth management are as much science as it is art. LUMIQ gives advisors the ability to practice both in a comprehensive goals-based framework that incorporates taxes, social security, and capital market risk.
Stephen Horan
Ph.D., CFA, CIPM, CAIA
Former MD, Head of Americas & Credentialing
CFA Institute
