Product Offerings
LUMIQ's platform is highly customisable according to our client's needs and desire. Our flexibility and ability to tailor to our client's demands makes us one of the top providers in the market.
LUMIQ SaaS Platform
LUMIQ provides AI enabled Smart Portfolio Optimisation services to help advisors maximize the return on investment for their clients. Our Goals-based Financial Planning services assist advisors in aligning investments with client goals and objectives.
Global Value Compass
LUMEN's Global Value Compass evaluates global market values, delivering forward-looking returns and market-implied cost of equity using a sophisticated three-stage DCF construct. Blend AI enabled proprietary forward-looking engine with market insights/CIO perspectives to enhance your investment strategies.
R4A - Direct Indexing
Our R4A feature offers personalized portfolio solutions through cutting-edge direct indexing software. This proprietary technology allows for tailored investment strategies that align with individual client preferences, delivering better performance and efficiency in portfolio management.
Customisable APIs
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.
Services Offerings
LUMIQ offers exceptional consulting services, drawing on the extensive expertise of our team and leveraging our cutting-edge investment platform. We provide a range of value-added services tailored to meet your unique needs, ensuring innovative and effective solutions. Partner with LUMIQ to benefit from our deep industry knowledge and advanced technological capabilities, designed to enhance your investment strategies and drive success.
OCIO
Outsource CIO services to LUMIQ, leveraging on our Wealth Management Consulting services that provides insights and strategies to effectively manage your clients' wealth. LUMIQ equips advisors with the tools to navigate complex financial landscapes and deliver optimal outcomes.
SAA | TAA
Lumiq offers Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) services, helping clients achieve long-term financial goals. SAA optimizes asset mix based on risk tolerance and objectives, while TAA dynamically adjusts allocations to capitalize on market opportunities, ensuring a balanced and responsive investment strategy.
LUMIQ
SaaS Platform
Global
Value Compass
AI / ML
Back
Tester
MVO
Optimiser
SAA / TAA
Rebalance
Products
Selection
Portfolios
Performance
Reports
Monte
Carlo
Back Test
Enhanced
Risk Parity
Scenarios
CMAs
Generate
Outlook
Forward
Looking
Returns
Direct
Indexing
Market
Outlook
Client
Dashboard
Personal
Portfolio
Indexing
Regression
Signals
Product
Risk
Rating
Fully
Customisable
APIs
Risk
Management
Customisable
APIs
R4A
Direct Indexing
Enhanced Ecosystem Integration
We pride ourselves on seamlessly integrating with our clients' ecosystem, providing a cohesive and efficient experience for advisors and their clients.