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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 :

MENTORS TO :

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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. 

 
CONTACT

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

info@lumiq.com

Tel: +65 6974 8209

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