LUMIQ SaaS Platform
LUMIQ is a solution that empowers Financial Advisors to meet their client's performance expectations with confidence.
Most importantly, value-add to the Client, the FA and the Company.
Business
Monitoring
Utilize powerful visualization technologies and detailed analytics to immediately enhance your ability to efficiently manage and monitor more clients and their specific needs.
Investment Planning
Create and manage client's portfolios with an extensive set of portfolio construction tools. Make data-driven investment decision, ensure optimal performance and risk management.
Unique
Optimizers
The optimizers are developed using our unbiased proprietary forward looking returns module. It allows you to seemlessly blend with market insights/CIO perspectives for enhanced decision making.
Goals Based
Planinng
Execute investment strategies based on client's current financials, needs, goals, ability and willingness to take risk. Increase confidence by stress testing portfolio using thousands of economic scenarios.
Overview of all of your clients, upcoming appointments, portfolio allocations and positions within your customizable model portfolios
Advisor DashBoard
Business
Monitoring
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Effectively engage & monitor client's portfolio performance
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Engage clients to review & adapt ready-built portfolios
Monitor Portfolios
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Create detailed client report (PDF)
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Safeguard Users from Regulators with a record of your Fiduciary sales process
Client Report
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Seamlessly onboard new clients and kick start their investment portfolios
Client Onboarding
Investment
Planning
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Create or leverage on preset Model Portfolios using our unbiased engine
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Allocate appropriate weights to assets selected
Portfolio Management
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Select and allocate funds to products, analyse using various criteria and ratios
Asset/Product Selection
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Powered by a unique proprietary system to derive unbiased and stable estimates of equity returns, which is the most important input for asset allocation
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Get away from the biased views
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Results Proven by Back-Test
Proprietary Forward Looking Returns
Unique
Optimizers
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Optimize a combination of investments into a single portfolio with the best returns for amount of risk taken
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Leverage on our unbiased engines or incorporate views to achieve optimal asset allocation
Choice of Optimizers
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The methodology takes into account the allocation of assets based on current market price VS our proprietary projected forward returns over the long term
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It also takes into account volatility. Hence, our engine distributes the most optimum weight to each asset chosen
Investment Weights Allocations
Customize in accordance to client’s willingness and ability to take risk in combination with their unique needs, life goals and future cash needs
Tailored Solution
Goals Based
Planning
Accounting cash inflow/outflows & stress test your clients' portfolio with Monte Carlo simulation to find probability of success
Scenario Analysis
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Determine which portfolio’s probability of success is higher
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Make comparison by readjusting cash inflows or outflows
Portfolio Comparison
Features Overview
Proprietary
Forward
Looking
Engine
Investment
Based
Client Positioning Overview
Client Portfolios
Overview
Risk
Profiling
MP
Performance
Portfolio Management
Robust Optimizer
Rebalance
Portfolio Uploader
Investment
Report
Order Log Book
Product Selection
Goals
Based
Advisor
Dashboard
Asset Class Constraint
Client Overview
Upcoming Reviews
Top 5
Client AUM
Scenario Analysis
Financial
Needs
Analysis
Monte
Carlo
Simulation
Probability
of Success
Portfolio Comparison
Stress Test Portfolio
Modular Platform
Cash
Flow
Analysis
Projection
Benefits
Fiduciary Process
Increase Client's Confidence
Long Term Client Relation
Higher Sales Closure
Higher Company Revenue
Cost
Efficient
All-in-One Holistic Platform
Staff & Client Retention
Flexible Customisable Solutions
Time
Saving
Cloud Based System