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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Connect with fellow professionals in your field and organization to gain valuable insights and guidance. Fishbowl serves as a networking platform tailored for professionals, allowing users to engage in meaningful discussions relevant to their industry or workplace. It creates a community where individuals can pose questions, share their stories, and request advice, with options for anonymity and different privacy levels. Users can either join existing groups or initiate new "bowls" that cater to specific sectors, companies, or shared interests, fostering authentic interactions with verified experts in comparable positions. The platform also hosts live audio events and chats, providing opportunities for real-time conversations with industry leaders and colleagues. By offering features for direct messaging and establishing connections, Fishbowl enhances networking across diverse professional domains. Additionally, its mobile applications for iOS and Android ensure an intuitive experience for users, enabling easy access and interaction on the go. This accessibility further encourages a vibrant community where knowledge sharing thrives.

Description

Lumiant is a platform dedicated to empowering individuals and their families to confidently pursue their best lives through enhanced advice and client engagement. By focusing on the immeasurable value of personalized advice, it enables clients to recognize the positive effects of financial guidance on their lives. This innovative platform serves as a customer experience hub that allows advisors to engage families around their core values and financial aspirations, ultimately aiding them in making informed decisions. Designed to strengthen client relationships, Lumiant helps advisors articulate their distinct value while providing tailored financial advice that aligns with each client's needs. With a structured, impactful, and repeatable advice process, financial professionals can efficiently expand their businesses, boost referrals, and increase revenue while nurturing connections that span generations. Moreover, it offers a cost-effective solution that not only enhances client retention but also drives growth and fosters lasting relationships. Ultimately, Lumiant is transforming the landscape of financial advice, making it more accessible and impactful for all families involved.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Built2Buy Yes 
Pinch AI Yes 

Integrations

Built2Buy No 
Pinch AI No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$249 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Fishbowl

Founded

2017

Country

United States

Website

www.fishbowlapp.com

Vendor Details

Company Name

Lumiant

Country

United States

Website

lumiant.io

Product Features

Product Features

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