Wealth Management & Client Servicing

LUMIQ for Wealth Management & Client Servicing

Enabling advisors, banks, multi family offices and investment platforms to become essential to their clients’ life goals.

Data-driven model portfolio builder

OCIO guided model portfolios

We offer Model Portfolio construction and management support, SAA/TAA, through our OCIO Service. From mandate through to construction, market outlook, rebalancing, risk strategies, and portfolio attribution.

Our highly customisable, data-rich model portfolio builder uses advanced MVO optimisers with built in forward-looking returns from our proprietary algorithm

Boost client confidence, trust and satisfaction

Client Profile and Goals

Input client details, risk willingness, financial circumstances, accounts, income streams, planned expenditures, and goals.

Monte Carlo Simulation

Compare Model Portfolios in the context of the client's profile with Monte Carlo Simulation to see probability of achieving their desired expenditures and goals.

Portfolio Rebalancing

Tailor regular rebalancing decisions with smart rebalancing options.

Client Profile and Goals

Input client details, risk willingness, financial circumstances, accounts, income streams, planned expenditures, and goals.

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Maximise your client's probability of reaching their life's goals by combining goals-based portfolio creation paired with Monte-Carlo Simulation.

Enhance client management with impactful dashboards

Clients and Exposures

Monitor exposure across model portfolios, specific indices and clients to prioritise client reviews. See upcoming reviews and connect to your calendar app of choice.

Model Portfolio Performance Dashboard

Monitor model portfolio performance to keep up to date with markets, assist in the prioritisation of client reviews, and inform review discussions.

Client Portfolio Dashboard

Monitor performance by client and client portfolio to assist in the prioritisation of client reviews, and inform review discussions.