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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

  • 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 :

MENTORS TO :

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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.

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Stephen Horan
Ph.D., CFA, CIPM, CAIA
Former MD, Head of Americas & Credentialing
CFA Institute

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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