Client portals
Onboarding, annual reviews, documents, appointments and next actions in one branded client experience.
For firms referred by the Fin365 team
Add a custom client portal or workflow tool to your Fin365 environment.
Fin365 remains the CRM holding your client and workflow information. Luminair designs and builds the custom client journeys, staff tools, dashboards and automations your firm needs around it.
No technical brief is required. Bring the problem and we will help determine what should remain standard and what is genuinely worth building.
What can be added
Clearer tools for clients and staff, connected to Fin365.
Staff workspaces
A clearer view of client status, missing information, approvals, deadlines and service work.
Workflow boards
Visual stages, owners, due dates, blockers and next actions using agreed Fin365 records.
Forms and automation
Read existing information, capture updates, route sensitive changes for approval and trigger tasks.
Reporting dashboards
Show delayed work, overdue reviews, client actions, team workload and service completion.
Custom advice tools
Calculators, presentations, document tools and other agreed software connected to the Fin365 environment.
Who is responsible for what
Agree the boundary before development begins.
Fin365
Core platform, standard functionality, CRM records and agreed platform support.
Luminair
Custom product scope, interface design, integration logic, development, testing and support for the custom software.
Your firm
Business process, process owners, content, access, approvals, user acceptance testing and internal adoption.
Fin365 remains the source of truth.
Luminair does not create a competing CRM. The custom portal or tool reads from and writes back to agreed Fin365 records, reducing repeated entry and making it clearer where information belongs.
Representative annual-review example
One client action moving through four useful views.
Fictional client data is used below.
Live surface
Client portal
The client confirms personal details, uploads a tax return and sees that one action remains.
Live surface
Fin365 record
The review record shows the received document, updated information and the current workflow stage.
Live surface
Staff workspace
Client service sees one change awaiting approval and the next action assigned to the team.
Live surface
Management view
Leadership sees reviews commenced, ready for adviser, waiting on documents and overdue.
When Luminair can join
Before, during or after your Fin365 implementation.
Planning Fin365
Identify custom requirements early so the data structure and client or staff experience are designed together.
Implementing Fin365
Agree the records, permissions and workflow triggers before custom development progresses too far.
Already live
Review where clients or staff still experience friction and design a focused extension around the current environment.
What happens after the introduction
Project call
Standard or custom check
Discovery and scope
Design and build
Joint testing and launch
Ongoing support
Typical project size
Focused extensions commonly cost $7k–$12k + GST.
Connected portals or staff applications commonly cost $25k–$45k + GST. Larger platforms start from $50k and are delivered in stages after discovery.
Fin365 questions
Answers before you commit.
Is Luminair part of Fin365?
No. Luminair is a separate advice-technology business that works with referred firms when custom product design and software development are required.
Does Luminair replace Fin365?
No. Fin365 remains the core CRM and the agreed source for client, workflow and business information.
Does Fin365 already have a portal?
Yes. Luminair becomes relevant when the firm needs a more tailored journey, interface, workflow or custom product than standard functionality provides.
Can client changes write back to Fin365?
Yes, where appropriate and agreed. Some changes may update directly while sensitive changes can be held for staff approval.
Who supports the system after launch?
Fin365 supports its platform. Luminair supports the custom software. The project agreement explains how issues are assessed and handed between providers.
What do we need for the first call?
Bring the problem, the people affected and the result you want. A technical brief is not required.
One accountable lead
Advice-sector context, with direct access to Daniel.
Daniel Rickard leads the product scope, system decisions and client relationship, coordinating with the relevant Fin365 people where records, configuration or release timing need to be agreed.