{"best_for":["Financial Advisors","Wealth Management Firms","Family Offices","Asset Managers","Private Bankers"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/lumiq","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/lumiq.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-029.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: lumiq (https://aitoolsforbusiness.ai/lumiq)"},"features":["Portfolio Construction: Tools to build model portfolios by selecting asset classes and incorporating relative views to determine investment weights.","Asset Allocation Optimizers: Includes optimizers such as Augmented Black-Litterman and Enhanced Risk Parity for portfolio balancing.","Goals-Based Financial Planning: Supports scenario simulations and Monte Carlo analysis to help evaluate client financial goals.","Model Portfolio Builder: Allows users to create model portfolios or upload pre-set lists of approved funds for adjustment.","Customizable APIs: Provides APIs for firms to integrate platform functionalities into their own business applications."],"freshness_status":"fresh","name":"lumiq","pricing_note":"lumiq uses a subscription-based model with annual plans. A one-time setup fee may apply for customized implementations, and a free trial is available.","pricing_url":null,"primary_category":"Finance & Accounting","profile_last_verified":"2026-06-05T07:52:21.070Z","secondary_categories":[],"short_description":"lumiq is a cloud-based wealth management platform designed for portfolio construction, asset allocation optimization, and goals-based financial planning.","slug":"lumiq","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/lumiq","use_cases":["Model Portfolio Creation: Building and optimizing model portfolios based on specific risk and return parameters.","Strategic and Tactical Allocation: Performing strategic asset allocation (SAA) and tactical asset allocation (TAA) to manage investment weights.","Client Scenario Analysis: Using goals-based planning to share potential investment outcomes with clients through scenario simulations.","Portfolio Attribution: Conducting analysis on portfolio attribution and risk management to evaluate strategy performance."],"website_url":"https://lumiq.com/"}