Our Clients
At LUMIQ, our suite of products and services is meticulously crafted to meet the needs of a diverse client base.
Our tailored approach ensures that each professional receives the precise insights and tools necessary to excel in their role and drive success.
Banks
Digital Neobank
Family Offices
Financial
Institutions
Insurance Advisory
Sovereign Wealth Funds
Solutions for specific roles
Whether you're a small business looking for scalable solutions or a large enterprise requiring sophisticated systems, our offerings provide the flexibility and customization necessary to align with your unique requirements.
Recommended Solutions
Asset Managers
Construct and optimise model portfolios based on various parameters. Compare the various investment strategies. Evaluate a client’s preferred strategy and track how much it deviates from your initial model portfolio.
LUMIQ Platform
Global Value Compass
R4A
OCIO
Family Offices
Customize a portfolio strategy and build robust model portfolios. Keep track of your family office's investment portfolios with the power of comparing and rebalancing whenever needs arise.
LUMIQ Platform
Global Value Compass
R4A
OCIO
Financial Advisors (FAs) &
Registered Investment Advisors (RIAs)
Combine the Goals Based and Investment Planning features to maximize value to your clients. Share the various scenario analysis outcomes and build trust. Manage and monitor more client portfolios more efficiently.
LUMIQ Platform
- Portfolio Construction
- Goals Based Planning
Private Bankers
Customize a portfolio strategy to fit your client’s needs, be it an investment based or goals based client. Combine, compare and look at multiple outcomes to decide from. Monitor your client’s preferred choice and keep in constant touch with him as markets move.
LUMIQ Platform
- Portfolio Construction
- Goals Based Planning
Solutions Providers
Transform LUMIQ's robust features into customized solutions with our highly flexible APIs. Seamlessly integrate and adapt our ready-built functionalities to meet your unique needs. Enhance capabilities or develop new applications with ease, using LUMIQ's scalable and innovative solutions tailored specifically for your business.