Understanding Practice manager Settings in Lumiant [Getting Started]
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Watch this short video to ensure all your settings are set and correct.
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Or read more here:
Business details
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- Click 'White labelling'
- Insert your hex colours codes and click 'Save changes'
Learn more here:White Labelling Guide [Product Guides]
Risk profiles
Here, you will find the option to create/manage and name your practice risk profiles and the associated asset allocation.
Simply add or edit the details as needed.
Learn more here: How to Add Your Practice's Risk Profiles to Lumiant [How-Tos]
Integrations
Lumiant has used the Iress Open API to build an integration with Xplan.
Please refer to the following pages to set up the integration:
Client segmentation
With Client Segmentation, you can control which modules you use as part of your client experience. This gives you the ability to keep those used frequently on and switch those that are not being used as part of your client experience off.
Learn more here: How to segment your clients in Lumiant [How-Tos]
Key Advice Areas (Professional Package)
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Once these settings are set, this will then flow through to the Key Advice Areas module.
Learn more here: How to use Key Advice Areas [How-Tos]
Vault
As the Practice Manager, you may want to reorganize Vault folders to align with your business language and workflow. Here's how to manage folder names, add new folders, change their order, or delete custom folders:
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