One seat is one relationship manager.
Luscent is priced per seat, in three tiers. Nothing else is metered. This page states the mechanism rather than a figure, because the figure is set by how many relationship managers take a seat and how many booking centres are in scope, and both of those are yours rather than ours.
The mechanism, in six factsStated below
- UnitOne relationship manager
- TiersStandard, Professional, Enterprise
- MeteredSeats only
- Pilot90 days, at no cost
- Seats in a pilot3 to 5
- A numberAfter pilot scoping
What is counted,and what is never counted.
A desk of six relationship managers holding 3.000 clients and a desk of six holding 300 pay the same, because the seat is the unit and the book is not.
Charged
- Seats. One seat is one relationship manager.
Not charged
- Clients on the book
- Assets under management
- Messages, calendar entries and notes read
- Signals raised
- Exports taken from the audit trail
- The seven years the audit trail is kept
- The Luscent CRM, for a firm without one (in build)
The book is not the meter. A desk of six is a desk of six, whether it holds three hundred relationships or three thousand.
Ninety days,and nothing is charged for them.
Three to five relationship managers, starting on synthetic clients, with the success metrics agreed in writing before day one. Nothing is owed during the pilot and nothing is owed after it. If the answer at the end is no, the answer is no, and the deletion procedure runs.
Starting on synthetic clients, then your own book once agreed.
Relationship managers, on the desks you choose.
During the pilot, and nothing owed after it.
A price is quoted only once there is something to price: a seat count the firm has decided on, after ninety days of watching the product work on its own book.
The pilot is where the seat count is decided. That is why the number comes after it rather than before it.
Three tiers.None of them sells a data guarantee.
Standard, Professional and Enterprise. What moves between them is capability. What does not move is the list below, because these are not features and they are not for sale separately.
01 · A boundary
Processed in the European Union
Client data is processed and stored in the EU on every tier. There is no non-EU deployment option to buy.
02 · A record
The audit trail, and seven years of it
Every Signal carries the rule that gated it, the messages it was drawn from, and the model and version that read them. Retention is seven years on every tier.
03 · A direction
Read-only against your systems of record
Microsoft 365 and Salesforce are read, never written. That is true on every tier and it is an architecture decision, not a package.
04 · A gate
A person approves what reaches a client
No client-facing output leaves the platform without a relationship manager approving it. No tier removes that.
Fig. 2 · Four mechanisms, identical on Standard, Professional and Enterprise. A boundary, a record, a direction and a gate. None of them is a line item, and there is no tier that removes one of them.
Why there is no figureon this page.
Because it would be a figure for a firm that is not yours. Two things set the price: how many relationship managers take a seat, and how many booking centres are in scope. Both are settled in the pilot scoping conversation, and both are written into the statement of work before anything is signed.
- 90 days
- 3 to 5 relationship managers
- Nothing charged
- How many seats
- How many booking centres
- Microsoft 365, Salesforce or not
- Quoted against a decided seat count
- Written into the statement of work
- Before anything is signed
If you want the current per-seat range before that conversation, ask for it. You get a written reply within 48 hours, whether or not it turns into anything.
Four questions,and then a number.
These four are asked in the scoping call, and the answers are what the statement of work is written against.
- 01How many relationship managers would take a seat, and on which desks.
- 02Which booking centres are in scope.
- 03Whether the firm runs Salesforce, or Microsoft 365 on its own.
- 04Who signs the vendor review, and what they need from us to open it.
Microsoft 365, with or without Salesforce. That is the whole dependency today.
The pilot is the only wayto get a real number.
Ninety days, free, three to five relationship managers, synthetic data first. Applications are open.
Estimate your return
Modelled from time-and-motion assumptions about how advisory teams spend their week. Not measured client results.
Total, two levers
1.095.840 EUR a year
Suitability evidence and documentation generated as advice happens, rather than reconstructed afterwards. 2.304 hours a year returned.
Fee income retained where a cooling relationship is detected early enough to act on. 12 relationships at risk a year.
Methodology, showing the working
Modelled from time-and-motion assumptions, not measured client results. The use-case pages run the same two levers on the same constants.