Client Dashboard [Product Guides]

Owned by Gnamangkhala Rathipanya
Last updated: Nov 21, 2024 by Elise Little

Client Dashboard [Product Guides]

Overview 

The Lumiant Client Dashboard empowers you to:

  • Provide a unique, engaging experience for clients, setting you apart from others in the industry.
  • Feel in control of client meetings and have a clear talk track presented within the platform.
  • Identify areas of discussion with clear indicators.
  • Feel knowledgeable about the platform and present scores and information confidently, ensuring client understanding and confidence in their financial future.

Using the Client Dashboard ensures clients see a clear plan for their financial future, directing their focus toward items that will support improved outcomes. This instils confidence in the advisor's ability to deliver a visible, progress-oriented plan.


Key Client Dashboard features 

Wellbeing Score

  • Displays the wellbeing score's progress over time. 
  • Includes an arrow indicating progress from the last month.
  • Clickable widget explaining the score's composition and their contributions.

 

Net Worth

  • Highlight Net Worth.
  • Tracks net position over time via an area chart (monthly snapshot).
  • Features an arrow indicating progress from the last month.
  • Clickable widget detailing how the net position is calculated, with direct navigation to the net worth page for deeper insights.

Wellbeing Indicators 

  • Individual widgets displaying scores feeding into the Wellbeing algorithm.

  • Each widget includes a summary title, score, and key details.

  • Detailed summaries are provided for deeper insights.

 Empty State vs. Completed State

Below is a table of what to expect with an empty state vs. a completed state in the Client Dashboard widgets.

ModuleEmpty StateCompleted State
Net WorthYou have not added the information to show your net position. Use the link below to add the details needed.

Underfunded:

At this time, it doesn’t look like you don’t have sufficient funds to fuel your best life. As your advisor, I want to help you live your best life. Please reach out to me so we can adjust your plan as needed.

or…

Overfunded:

Great work staying on track to fund your best life! While it’s great that you can fund your future best life, you appear to be overfunded. Let’s make sure you are living your best life now, too. Reach out so we can adjust your plan as needed.

Your LifeUntil a Life survey is done, nothing will show here.Your most recent Life survey indicated [no areas of wellbeing were of high importance and high progress]. Keeping your Life survey updated brings clarity to your 8 dimensions of well-being over time and keeps you moving toward fulfillment in those areas that matter most to you.
Your ValuesUntil a Values session is done, nothing will show here.These are the values driving your current plan. By updating your values progress, we can ensure that your financial plan stays aligned with what truly matters to you. Take a new Values Survey periodically or check in on your progress to ensure you're living a life that resonates with your core values.
Your GoalsYou aren’t currently tracking goals. Click the button to the right to add a new goal, or reach out to me to learn more about how you can get started with goals.Update your goal progress to see how far you've come. Add financial goals to shape your wealth journey and non-financial goals to enrich your life's purpose. Go from to-do to doing when it comes to saving for something big, priortizing family time, or wherever life is currently taking you.
Your TasksYou aren’t currently tracking tasks. Click the button to the right to add a new task, or reach out to me to learn more about how you can get started with tasks.Stay organized and in control. Break down your big goals into smaller tasks. Update your task progress to accomplish what you've set out to do based on our planning. Add tasks to your dashboard to remind yourself to take key actions to keep your plan on track.
Key Advice AreasNo key advice areas have been enabled by your finance professional.We’ll update this progress when we meet next and review the effectiveness of these strategies to ensure that they with your goals. In the meantime, review your key advice areas and keep the momentum going with your tasks. As your financial advisor, I’m here to support you every step of the way.
Wellbeing ScoreYour wellbeing score factors in elements such as progress towards your values and goals to help you better understand how your holistic plan is affecting your ability to hit the milestones that are important to you.Your wellbeing score factors in elements such as progress towards your values and goals to help you better understand how your holistic plan is affecting your ability to hit the milestones that are important to you.

 

How to Use the Client Dashboard

  • Meeting Summary/Re-Cap
    • Summarize or re-orient clients during or before meetings by scrolling through key inputs of their Best Life plan.
  • ADHOC Updates
    • Send short, personalized video updates to prompt clients about their wellbeing performance and outstanding actions.
  • Client Entry Experience
    • The landing page offers a summarized view of the Best Life plan, providing a convenient starting point for clients without navigating multiple pages.

The Dashboard serves as a central hub for clients, aiding progress review, action prioritization, and understanding their journey towards their Best Life and overall wellbeing.

Further Reading