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
02 OUR SOLUTIONS
Order Log Book
Proprietary Forward Looking Returns
Choice of Optimizers
GOALS BASED PLANNING
MENTORS TO :
Top 4 Robo-Advisor in Asia.
2nd Best in Portfolio Construction Maturity Ranking
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.
Ph.D., CFA, CIPM, CAIA
Former MD, Head of Americas & Credentialing
Ready to find out more?
Sign up for a free demo today! Let us tailor the platform to your needs.