Answers before you commit.

Client portals, staff workflow tools, dashboards, calculators and other CRM-connected software for Australian financial advice firms.

It is a firm-specific implementation built on reusable, maintained Luminair components. Your workflows and client-specific deliverables are agreed for the project.

Use an existing product when its standard workflow and interface solve the requirement properly. Luminair will recommend the simpler option where it fits.

Focused tools commonly cost $7k–$12k + GST, portal foundations $12k–$20k + GST and connected applications $25k–$45k + GST. Larger platforms are delivered in stages.

Focused releases commonly take 4–6 weeks. Connected portals and applications commonly take 8–14 weeks once decisions, access and content are ready.

Slow access to systems, unclear ownership, unavailable process owners, late content, data-quality problems and changes after the first release has been agreed.

Yes. Luminair can work alongside an existing Fin365, Xplan, Dynamics or other implementation partner. Responsibilities and supported connection methods are agreed before development.

The options are assessed before committing to the integration. The answer may be a supported export, workflow change, smaller scope or a decision not to build that connection.

Often, yes. Feasibility and cost depend on source-data quality, access, volume and the destination structure. Migration is scoped separately where material.

The production environment depends on the agreed architecture. The provider, data location, access controls, monitoring and responsibilities are documented before launch.

Access is limited to authorised people who need it for agreed delivery or support work. Project-specific access and any overseas involvement are disclosed.

The agreed approach can include dependency scanning, vulnerability management, scenario testing and independent penetration testing where required.

Your firm retains ownership of its business and client data.

Client-specific deliverables funded for the project and Luminair reusable components are distinguished in the project agreement.

Yes, where repository access, documentation, release conditions and transition responsibilities are included in the project agreement.

The agreed support service can cover monitoring, maintenance, dependency updates, issue resolution and a path for improvements.

The support process identifies the affected component and hands the issue to the responsible provider with the available evidence.

Only where included in the selected care plan or separately approved. Maintenance and new feature development are treated distinctly.