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.
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
Top 4 Robo-Advisor in Asia.
2nd Best in Portfolio Construction Maturity Ranking.
2018
TESTIMONIALS & REVIEWS
Lumiq is a great portfolio management solution that suits all wealth managers. There are various modules that can be bundled together to meet the daily needs of private bankers, retail bankers, insurance agents and independent financial advisors. In particular, I’m very impressed with the portfolio optimisation engine. A great investment technology can’t be built without prior decades of investment experience.
Steven Seow
Executive Director,
Singapore Consultancy Pte Ltd
Former Head of Wealth Management, Mercer Singapore
Ready to find out more?
Sign up for a free demo today! Let us tailor the platform to your needs.
