WEALTH MANAGERS

POWERING

LUMIQ is a cost-effective end to end platform designed to elevate the wealth management industry.

From portfolio construction, asset allocation, and optimization to goals-based financial planning, the platform provides an all encompassing digital solution.

Our proprietary technology ensures stronger advisor performance and efficiency.

REVOLUTIONIZE YOUR BUSINESS

01 COMPETITIVE EDGE

Transform your Advisory Business

STAND OUT TO CLIENTS

CUT COSTS AND SCALE

IMPROVE EFFICIENCY

AND PERFORMANCE

02 OUR SOLUTIONS

BUSINESS MONITORING

Advisor Dashboard
Monitor Portfolios
Client Reports

INVESTMENT PLANNING

Client On-Boarding
Portfolio Management
Asset Selection
Order Log Book

UNIQUE OPTIMIZERS

Proprietary Forward Looking Returns
Choice of Optimizers
Weights Allocation

GOALS BASED PLANNING

Tailored Solutions
Scenario Analysis
Portfolio Comparison
Client Report

AWARDS

Top 4 Robo-Advisor in Asia.

2nd Best in Portfolio Construction Maturity Ranking.

2018

TESTIMONIALS & REVIEWS

I have found the Lumiq system to be extremely powerful as a wealth management tool. The investment rigour behind the capital market assumptions for each asset class used in the portfolio construction is well researched and highly impressive. It blends investment excellence with technology, and yet, simple to use.

Lennie Lim

Former Chief Executive Officer (CEO) &

Regional Head of Asia

Legg Mason Asset Management Singapore

Ready to find out more?

FREE DEMO

CONTACT

79 Ayer Rajah Crescent
#01-11/12
Singapore 139955

Tel: +65 6974 8209