Lumiq
Curated by SignalWealth management software suite optimizing portfolio and financial planning.
Overview
Lumiq is a fintech company that offers a wealth management software suite designed for wealth managers and financial advisors. The platform includes features such as portfolio optimization, financial planning based on client goals, client onboarding, and performance reporting. It utilizes AI and machine learning for predictive analytics. Lumiq aims to enhance personalized client engagement and operational efficiency by providing real-time data aggregation and compliance features. The software allows for integration with external financial services through APIs, enabling users to optimize investment strategies and address client performance expectations.
Key facts
- Founded
- 2002
- Headquarters
- Singapore, Singapore
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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