Everything Luscent does.And the state each part is in.
One line per feature, grouped by the job it does. Live means running in the product today, as shown in our demo environment on synthetic data. A requirement list can be answered from this page alone.
Running in the product today, shown on synthetic data.
Designed and in development. No date is promised on this page.
Planned, not started. Never described in the present tense.
Last reviewed 13.10.2026. A status changes here the day it changes in the product.
See the book.
The book in one place, ordered by what needs a conversation.
Dashboard
The book on one screen: the KPI strip and the Active Items list of what needs attention today.
LiveClients
Every Client with AUM, Health Score and open Signals, sortable by what needs you.
LiveHealth Score
A 0 to 100 score per relationship, with the reasoning behind it and how it moved. It scores the relationship, never the relationship manager.
LiveSignals
What changed, why it matters and the message it came from. Rule-based Signals are marked as certain; model-derived Signals show their probability.
LivePatterns
Signals that recur across a Client's last 90 days, grouped into one finding.
LiveClient Detail
One Client in seven tabs: Monitor, Detect, Execute, Connect, Allocate, Compliance and Documents.
LiveBehavioural investor type
Each Client's behavioural investor type, from their mandate, portfolio and communication patterns. Rule-based, with its confidence and the data behind it shown.
LiveWealth Map
The household on one map: people, holdings, trusts and liabilities, each with its open Signals and the rules that bind it.
In buildAct on it.
From a Signal to a decision, with the relationship manager deciding.
Tasks
Signals come with a recommended Task and a due date. The relationship manager accepts or dismisses it, and tracks it through to done.
LiveCommand Bar
Press Cmd K to find any Client, Signal or Task, and act on it.
LiveAI Assistant
Ask about a Client or your book in plain language. Answers draw on the Client's data in Luscent and show each step taken to reach them.
LiveProduct matching
Products matched to a Client's identified needs, checked against suitability first.
LiveMy Day
The relationship manager's ranked list of what is owed today, drawn from the same record.
In buildMeeting preparation
A one-page brief before each Client meeting: what changed, what is open, what to ask. Every statement opens onto its source.
In buildContact notes
A typed, locked record of each conversation, drafted from the meeting and confirmed by the relationship manager.
In buildProve it.
Evidence written as the work happens, from rules that do not guess.
Suitability evidence
Each suitability check on a proposed trade is recorded at the point of advice: the verdict, any breaches, and the portfolio before the trade.
LiveRules core: MiFID II
Suitability, product governance, ESG and SFDR, and client classification. Deterministic: the same input gives the same result.
LiveRules core: CVM and ANBIMA
Brazilian suitability, KYC and investor-category rules, in the same engine.
LiveUse case: Suitability Gate
Every proposed trade checked before the advice leaves.
LiveUse case: Comms to Compliance
An email changes the Client; the advice waits for reassessment.
LiveUse case: Relationship Drift
When a relationship slips, the messages behind it and the next conversation.
LiveTax engine
The estimated tax on the trades a relationship manager proposes, lot by lot, worked out after the suitability verdict and never changing it. The same inputs always give the same figure. Luxembourg first.
In buildMiFID III and the Retail Investment Strategy
A dated 2027 to 2028 driver, not a current obligation.
RoadmapFinSA and FinIA, UK Consumer Duty
The next regimes, in the order the markets open.
RoadmapGovern it.
For the compliance function and the Head of Private Banking. None of it scores a relationship manager.
Audit Trail
Who decided what, when and on which evidence, for every Client file, in one place for compliance.
In buildSupervision
Client files and firm obligations in one view for the compliance function. It supervises files, never the relationship manager.
In buildDirectives
A firm instruction to its relationship managers, scoped to the Clients it applies to, with who has acknowledged it.
In buildClaims
House views and research claims taken from source documents, each with its confidence and the page it came from.
In buildConnect it.
The systems your firm already runs. Luscent reads them, and acts in them only when the relationship manager asks.
Microsoft 365
Email, calendar and Teams meeting transcripts, read through the firm's own tenant. A message that cannot be tied to one Client is held back, not guessed.
LiveReads your CRM, acts only on request
Luscent reads your CRM and never writes to it. In Microsoft 365 it sends an email or books a meeting only when the relationship manager does so from Luscent.
LiveSalesforce
Client and account records read from the firm's Salesforce, scoped per pilot.
In buildData Hub
Client statements and file imports, with the state of every feed.
In buildCustodian feeds
Positions and transactions straight from the custodian.
RoadmapSecure it.
Where the data stays and what the model is allowed to see. The detail is in the Trust Center.
EU-hosted inference
EU providers only, no US model API in the client-data path.
LiveData stays in the EU
Client data runs in Scaleway Paris, in one region.
LiveRM-neutral by design
No score, rate or ranking about a relationship manager exists anywhere in the product.
LiveAI labelled as AI
AI-written suggestions, such as draft emails and portfolio briefs, are marked as AI-generated.
LiveIdentifiers removed before the model
Client names and identifiers are removed from text before it reaches a language model.
In buildISO 27001
Controls aligned to ISO 27001; certification is being pursued.
In buildThe product page shows each of these working, on the same synthetic Klein Family Office used across this site. The Trust Center carries the detail behind every security line.
See the product →Trust Center →See the next right conversation.Prove every past one.
Luscent reads the communications your firm already has, shows every Relationship Manager the next right conversation, and generates the suitability evidence as work happens.
Every Signal, Client and decision, as a relationship manager sees them.
Three Signals from the demo environment, on fictional Clients. Click one, then act on it.
Klein Family Office
It relied on the old picture.
Confirm what was read, then sign
Nothing moves until you confirm the change. The reassessment and the held draft wait for you.
- Suitability evidence filed · Klein FO
- Call note filed · Marchetti
- Service note filed · Oliveira
- Contact logged · Hoffmann
Material change: liquidity event
Confirm what was read, then sign
Nothing moves until you confirm the change. The reassessment and the held draft wait for you.