Everything Luscent shows you,
explained and proven.
Guides for Relationship Managers, compliance teams and administrators. Written against the shipped product, one task per page.
I am a Relationship Manager
Read your Signals, see why a Health Score moved, and take the next right conversation to the client.
Start with the RM guide →I work in compliance
Follow how a rule becomes evidence, read the audit trail, and export the suitability record for a review.
Guide in writingI administer Luscent
Connect Microsoft 365 and Salesforce, onboard Relationship Managers, and set retention and access.
Guide in writingGetting started
Your first week with Luscent: sign in, your book, your first Signal.
In writingDashboard
The book ranked by what needs attention today.
In writingClients
Find, filter and open any client in your book.
In writingSignals
What changed, why it matters, and what to do next.
Read the guideClient Detail
One client, seven tabs. Each tab has its own guide.
Health Score
The 0 to 100 reading, what moves it, and how to read a change.
In writingIntegrations
Microsoft 365 and Salesforce: connect, sync, and what is never written back.
In writingOnboarding and Settings
Users, roles, appearance, retention.
In writingSecurity and data
Where data lives, how AI is used, and how to answer your own auditors.
In writingGlossary
Signal, Health Score, Task, Pattern, and every term Luscent uses, defined once.
In writingChangelog
What shipped, by version and date.
Open the changelog