Empowering
Wealth Professionals
LUMIQ blends proprietary machine intelligence with the collective human intelligence of an award-winning team of investment management veterans to bring AI enabled Smart Portfolio Creation, Optimisation and Goals-based Financial Planning to wealth managers.
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LUMIQ empowers you to meet performance expectations with confidence.
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Unlock the potential of LUMIQ to create tailored solutions that meet your unique needs.
Revolutionizing Wealth Management
LUMIQ is revolutionizing the wealth management industry by leveraging advanced machine intelligence and human expertise to provide advisors with Smart Portfolio Optimisation and Goals-based Financial Planning solutions.
AI enabled Portfolio Optimisation
LUMIQ's Smart Portfolio Optimisation empowers advisors to make data-driven investment decisions, ensuring optimal performance and risk management for their clients' portfolios.
AI enabled Proprietary Forward Looking Engine
LUMIQ employs a unique proprietary system for unbiased and stable equity
return estimations, pivotal for asset allocation. These estimates can seamlessly blend with market insights or CIO perspectives for enhanced decision-making.
Institutional Expertise
Backed by the institutional wealth management industry veterans, LUMIQ combines cutting-edge technology with deep industry knowledge to provide advisors with unparalleled support and insights.
Client-Centric Solutions
LUMIQ's client-centric approach ensures that advisors can deliver tailored and impactful financial strategies, fostering long-term client satisfaction and trust.
Financial planning and wealth management are as much science as it is art. LUMIQ gives advisors the ability to practice both in a comprehensive goals-based framework that incorporates taxes, social security, and capital market risk.
Stephen Horan
Ph.D., CFA, CIPM, CAIA
Former MD, Head of Americas & Credentialing
CFA Institute
Mentors to
Awards
Top 4 Robo-Advisor in Asia.
2nd Best in Portfolio Construction Maturity Ranking 2018
