Adviser and administration workspaces
See client status, missing information, deadlines, approvals and upcoming meetings in one place.
Workflow & Advice Tools
Custom workflow tools that make advice work easier to run.
Luminair builds adviser workspaces, workflow boards, review tools, calculators and reporting that connect to the systems your firm already uses.
What Luminair builds
Give each team a clearer way to see and complete the work.
Onboarding and annual-review workflows
Collect client updates, request documents, review changes and write approved information back to the CRM.
Workflow boards
Show the current stage, owner, due date, blocker and next action without opening every client record.
Reporting and management dashboards
Track completion, service delays, client actions, workload and process bottlenecks.
Custom advice tools
Build calculators, advice presentations, meeting tools and controlled AI-assisted drafting where the business case is clear.
Examples
Three practical workflows, from input to system update.
Annual review preparation
What happens
Client completes updates and uploads documents
Result
Staff approve changes and Fin365 or Xplan is updated
Paraplanning handoff
What happens
Adviser submits the agreed strategy and supporting facts
Result
Paraplanning sees priority, missing inputs and due date
Service reporting
What happens
Workflow events are recorded as work progresses
Result
Leadership sees overdue work, capacity and completion trends
Best fit
Build custom software only when configuration is not enough.
Custom work is useful when the workflow, roles, interface or integrations are genuinely specific to the firm. If standard CRM configuration or an existing product solves the problem, that is the better first recommendation.
How delivery works
One clear path from problem to supported software.
Fit call
Discovery
Design
Build and connect
Test and launch
Support and improve
Indicative investment
Focused tools commonly cost $7k–$12k + GST.
Connected workflow or staff applications commonly cost $12k–$25k + GST. Multi-workflow platforms are scoped and delivered in stages. Discovery confirms the final scope.