Lumo turns financial discovery and risk profiling into a calm 10-minute experience your client completes on their phone — branded as yours, delivered back to you as a beautiful summary.
A PDF form goes out over email and sits unopened. You follow up on WhatsApp, then follow up again. What comes back is half-filled, the risk profiling has gaps, and you're left building a plan on a foundation you're not quite sure of. Two weeks gone — and some clients quietly drift away before they ever begin.
Discovery your client looks forward to finishing.
One structured experience that does the whole front end of onboarding — and makes you look exceptional while it's at it.
Your name, your logo, your colors. Your client experiences your practice — they never see "Lumo." The polish is theirs to feel, and yours to own.
A calm, guided flow your client finishes in a single sitting — no PDFs, no printing, no back-and-forth. Discovery done before your first call.
A structured, consistent risk profile for every client — gap-free and ready to defend. The same rigour, every single time.
Everything comes back to you as a clear, elegant summary — a foundation you trust, so you can build the plan with confidence on day one.
From branded welcome to a complete financial portrait — the whole flow runs on their phone, at their pace, with zero chasing from you.
Not a discount — a seat at the table. You'll help shape what Lumo becomes, and your practice will run on it before anyone else's does.