Introducing Investment Preferences [Product Guides]

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The focus of the Lumiant experience has, until this point,  centred on client values, goals and priorities. Once these are clearly defined, discussed and aligned between partners and advisers, we can then tailor an investment strategy that maps directly to what the client has stated is important. This module is about capturing client preferences on how their money is invested and the values driving their decisions.

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Associate: At the end of the meeting, the associate adviser clicks Email Survey under the Investment Preferences section in the Workbench 

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Clients click the link to view and complete the survey on their individual devices. Once the survey is completed, the results are available to view in the Dashboard.