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

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?

FREE DEMO

CONTACT

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

Tel: +65 6974 8209