Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Givitas allows customers and employees equal access to the collective intelligence from peers. Givitas is a new social network that focuses exclusively on helping people and exchanging advice. There are no selfies or political rants, anonymity or snark. Givitas encourages members and friends to share their knowledge and connect. Engagement, loyalty, and connections increase as a result. Givitas connects founders, entrepreneurs and business leaders with investors. Members can exchange virtual help, advice and introductions to build stronger relationships and save time and money. Givitas is a more gentle network. Givitas fosters trust, generosity, gratitude, and empathy. Members exchange help, advice, introductions. This builds loyalty and engagement for your brand and content. Givitas is a safe space to ask for help. It is full of generous people who are eager to help.
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
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$249 per month
Free Trial
Yes
Free Version
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
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
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Give and Take
Founded
2017
Country
United States
Website
giveandtakeinc.com
Vendor Details
Company Name
Lumiant
Country
United States
Website
lumiant.io
Product Features
Collaboration
Brainstorming
No
Calendar Management
No
Chat / Messaging
No
Contact Management
No
Content Management
No
Document Management
No
Project Management
No
Real Time Editing
No
Task Management
No
Version Control
No
Video Conferencing
No