Audit & roadmap
Outsourced Tech Strategy
We audit your current systems, map your workflows, and create a clear, scalable roadmap—so your advice business grows without reinventing the wheel.
Luminair Capital
Strategy,
Meet Action.
Advice-tech strategy, automation, and dashboards for ambitious advice firms.
We help financial advice businesses transform their technology—from systems integration to workflow automation to real-time data visibility—so you can grow with clarity, security, and confidence.
Tech Stack
Powering integrations with the platforms you use every day.
Our work connects your business to leading advice, productivity, and analytics tools—integrated seamlessly and configured for real-world results.
Dynamics 365
Fin365
Xplan
CoreLogic
Power Automate
Power BI
Stripe
Microsoft Entra (SSO)
Morningstar
Xero
Microsoft 365
Microsoft Copilot
HubSpot
Salesforce
Tableau
DocuSign
Next.js
React
What We Do
From strategy to ship, we deliver the stack, automations, and dashboards that make advice firms move.
Build & ship
Automation & Workflow Delivery
From onboarding sequences to review triggers and secure SSO, we replace repetitive admin with reliable, auditable workflows.
Live KPIs
Real-time Data & Analytics Dashboards
Live dashboards that track adviser performance, capacity, and revenue—in your CRM or Power BI—giving you actionable intelligence at a glance.
Keynotes & panels
Industry Speaking
We deliver keynote sessions and panels on advice-tech, emerging trends, and digital transformation—tailored for conferences, networks, and client events.
Upskill & adopt
Team Training & Enablement
We equip your team to use your tech stack effectively, from CRM best practices to data literacy and security protocols.
Designed & integrated
Custom In-house Modelling Tools
We design and build proprietary modelling solutions—such as investment scenario engines or client cash flow tools—integrated into your systems.
How We Work: From Assessment to Enablement
Clarity first, then delivery—so teams adopt and results stick.
01 — Understand
Strategy Sprint
We review your tech stack, understand your workflows, and deliver a two-week strategic roadmap with clear owners, milestones, and costs.
02 — Build
Build & Automate
We configure your CRM, deploy portals and automations, integrate SSO, and test data flows—ready for real use.
03 — Enable
Enable & Operate
We train your team, deploy dashboards, monitor adoption, and optimize—so you keep moving forward with confidence.
About Luminair Capital
Tech-forward Advisory Support
We are fintech-native advisors with over a decade of experience in advice firms. We bring CTO-level leadership, hands-on delivery, and data fluency to firms that need strategic growth without the big-firm overhead.
Our Mission
We help advice firms modernise, automate, and scale—without the tech headaches.
10+ years in financial advice
Certified Financial Planner (CFP®)
50+ successful implementations
Case Studies: Real-world Advice-Tech Outcomes
FAQs: Advice-tech, Automation, and Data
What is advice-tech and how does it help financial advice firms?
Advice-tech is the stack that powers modern advice businesses: CRM integration, workflow automation, secure client portals with SSO, and real-time data dashboards. It removes admin friction, improves compliance, and unlocks scale so your advisers can focus on clients.
Can you integrate our CRM with portals and Single Sign-On (SSO)?
Yes. We integrate CRMs such as Dynamics 365, Xplan, HubSpot, and Salesforce with client and staff portals, using Microsoft Entra (SSO) for secure, seamless sign-in. We also connect supporting platforms like CoreLogic, Stripe, and Xero where required.
Which workflows can you automate with Power Automate and webhooks?
Common automations include onboarding sequences, review pack triggers, task routing, SLA alerts in Teams, data sync jobs, and document e-sign flows (e.g., DocuSign). We design auditable workflows that reduce admin time and improve client activation speed.
How do Power BI dashboards improve visibility and decision-making?
We surface live KPIs across pipeline, adviser capacity, SLAs, and revenue. Power BI dashboards consolidate data from your CRM and operations tools, giving leaders real-time insight and advisers clear priorities—no manual reporting required.
What does a typical strategy sprint and delivery timeline look like?
A two-week Strategy Sprint maps your current stack and produces a clear roadmap with owners and costs. We then deliver in focused build cycles—configuring CRM, rolling out portals and SSO, shipping automations, and deploying dashboards—so value lands quickly.
How do you handle data security, permissions, and compliance?
We use Microsoft Entra for SSO and role-based access, enforce least-privilege in CRM and portals, and enable audit logs across workflows. We design for Australian data residency, with secure integrations and governance that aligns with licensee and regulatory requirements.
What do you want to build? Let’s start the conversation.
Tell us your vision here—or press enter to start typing. We’ll send you a brief summary and next steps.
Strategic, tech-consultancy for advice firms.
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