Problem 01
Clients receive separate emails, forms and document requests without one clear next step.
Software development for Australian financial advice firms
Client portals and workflow tools that connect to your CRM.
We build secure software that makes onboarding, reviews, document collection and client service easier for clients and staff.
Replace scattered follow-up with one connected experience.
The starting point is the work people struggle to complete—not a preferred technology.
Problem 02
Advisers, paraplanners and administration maintain separate trackers for the same work.
Problem 03
Leadership cannot see where onboarding, reviews or service work is delayed.
Three clear ways Luminair helps.
Client experience
Client Portals
Secure onboarding, annual reviews, documents, appointments and next actions in one branded place.
Staff experience
Workflow & Advice Tools
Adviser workspaces, workflow boards, dashboards, calculators and reporting connected to your CRM.
Leadership
CTO Advisory
Help deciding which systems to keep, replace, connect or build before significant money is committed.
See the client action, staff workflow and CRM together.
Representative demonstration using fictional client data.
Real responsive interface · Fictional client data
Client
Complete a review task and upload the requested document.
Staff
See progress, missing information, approvals and the next owner.
CRM
Keep the agreed client and workflow records updated in the source system.
Built around the systems firms already use.
We agree which system owns each record before connecting the client and staff experience.
Advice CRM & planning
Dynamics 365Fin365XplanAdviceOS
Platform & client ecosystem
myprosperityMicrosoft EntraSharePointDocuSign
Operations & reporting
Power AutomatePower BIMicrosoft 365Xero
Experience & delivery
Next.jsReactVercelAzure
What a typical engagement costs.
Indicative ranges only. Discovery confirms integration complexity, data quality and final scope.
Focused tool
$7k–$12k + GST
One workflow, form, board or reporting view.
Portal foundation
$12k–$20k + GST
Secure access, client home and one major journey.
Connected build
$25k–$45k + GST
Portal or staff application with CRM and workflow.
Larger platform
$50k+
Multiple journeys and integrations delivered in stages.
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, repository access and continuity rights are agreed before work begins.
Best fit
Established firms with a real workflow or client-experience gap
The firm has clear users, a meaningful operational problem and systems that need to work together.
Simpler option
Use a standard product when it already solves the problem
Luminair will recommend configuration or an existing product where custom development is unnecessary.
Founder-led delivery
Daniel leads the brief, scope and major delivery decisions.
Senior design, engineering and integration specialists join where required. Daniel remains accountable for the brief, delivery standard and client relationship.
About Daniel and the delivery model >FAQs
Common questions, answered plainly.
When standard portal or CRM screens do not match the client journey, staff workflow, branding or integration requirements. If an existing product solves the problem properly, we will recommend the simpler option.
Common systems include Fin365, Dynamics 365, Xplan, AdviceOS, Microsoft Entra, SharePoint, Power Automate and Power BI. The supported connection method is confirmed before development.
Usually secure access, a client or staff home, one important workflow, documents or data capture, notifications and a connection to the agreed source system.
Focused tools commonly take 4–6 weeks. More connected portals and staff applications commonly take 8–14 weeks once scope, access and decisions are ready.
Next step
Tell us what clients or staff need to do better.
No technical brief is required. A short fit call will establish whether the next step is an existing product, discovery, an estimate or a delivery proposal.