Clients can
- Sign in securely
- Complete onboarding and annual reviews
- Upload requested documents
- Book appointments
- See outstanding actions
- Access reports and advice documents
Client Portals
Give clients one secure place to complete tasks, upload documents and see what happens next.
Luminair builds branded client portals connected to Fin365, Xplan, Dynamics and the systems your firm already uses.
A simpler experience for clients and a clearer view for staff.
Staff can
- Monitor client progress
- Identify missing information
- Manage approvals and handoffs
- Trigger reminders and tasks
- See client activity
- Report on completion and service levels
Typical first release
Start with one useful journey, then add what proves valuable.
Secure sign-in
Client home
One onboarding or annual-review workflow
Document requests and upload
Staff progress view
Notifications
CRM connection
Client portal
CRM records
Identity and access
Documents
Workflow and reporting
Commercial model
Custom to your firm, built on a maintained foundation.
Your branding, workflows, permissions, integrations and client-specific features are designed around your firm. Luminair retains reusable technical components so the software remains supportable. Ownership and repository access are agreed before work begins.
Representative demonstration
A real client portal, beautiful on every screen.
Captured from Luminair's working demonstration portal. The interface is real; the client information is fictional.
Working demonstration interfaceFictional client data
Timing and investment
Portal foundations commonly cost $12k–$20k + GST.
Connected portals commonly cost $25k–$45k + GST and take 8–14 weeks. Larger platforms start from $50k and are delivered in stages. Final scope depends on access, data quality and integration complexity.