Are you spending too much time juggling client reports instead of growing their wealth?

Introduction to LUMIQ’s B2C platform—how it helps financial advisors streamline client portfolio management, create tailored investment strategies, and generate reports effortlessly.

Financial advisors should focus on strategy, client relationships, and growing AUM—not getting lost in spreadsheets and manual reports.

Introducing LUMIQ Wealth, a platform designed to revolutionize the way financial advisors manage portfolios and serve their clients. Our all-in-one dashboard provides real-time insights, automated reporting, and advanced analytics, allowing advisors to streamline their workflows.

💡 What can you do with LUMIQ?

✅ Instantly track AUM and client performance

✅ Monitor top 5 clients and review portfolio health

✅ Generate professional investment reports in just one click

✅ Upload existing client's portfolio, tracking, rebalancing, and risk analysis

✅ Advisors who embrace technology gain a competitive edge. Are you ready to experience seamless wealth management?

👉 Effortless single click to generate report? Sign up for a 30-day free trial today!

Sign up now!