Abstract Shapes

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 planningthe 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

  • 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

Multimedia

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?

Sign up for a free demo today! Let us tailor the platform to your needs. 

 
CONTACT

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

info@lumiq.com

Tel: +65 6974 8209

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