The Solution
One View of Every Mandate in Your Book
Luscent is your firm's intelligence layer. It reads the communications your advisors already produce and turns them into a clear view of relationship health, retention risk, and growth opportunity across every client mandate, whatever bank holds the assets. Your team sees which relationships need attention first, and every action leaves a suitability-structured, exportable record behind it.
Core capabilities
The Three Engines of an Independent Practice
The Retention Shield
Clients leave external managers quietly, often back to the custodian bank. Luscent surfaces the early warning, a shorter reply, a declined review, a fee question that was answered but never followed up, as confidence-scored Signals tied to the exact communication, with a Health Score for every relationship, so your advisors step in before a mandate is at risk.
The Mandate Growth Engine
Your clients hold assets you do not yet manage. Luscent surfaces consolidation and cross-sell opportunities from client dialogue, for example a 900,000 EUR consolidation opportunity raised in a single conversation, each scored by confidence and value, so your advisors grow the book they already have instead of chasing new logos.
The Suitability Engine
Every time an advisor acts on a Signal, Luscent generates a timestamped, suitability-structured record tied to the source communication, aligned to MiFID II and III and, for Swiss-facing mandates, FinSA and FinIA. You get an examination-ready audit trail without building a compliance function to maintain it.
Purpose-Built for External Asset Managers
Built for the Way Independent Managers Work
Built for independent asset managers operating across custodians, jurisdictions, and increasingly demanding suitability regimes, where the relationship is the mandate and proof is non-negotiable.
Integration Ecosystem
Connect Your Stack. Replace Nothing.
API First Approach
Our API-first, cloud-native architecture enhances your existing setup rather than disrupting it. We connect to the communications and systems you already use and add an intelligence layer on top.
Multi-Custodian Connectivity
Connect Microsoft 365 and your CRM today, with portfolio and custodian-platform connectivity on the roadmap, so your view of a client is never limited to one bank's system.
EU Sovereign Cloud Security, Engineered for GDPR Excellence
27001
ISO
Regulatory Compliance
100% EU data residency, with primary servers in Paris (France) and backup in Warsaw (Poland) on Scaleway's Sovereign Cloud. The platform features a GDPR-by-design architecture with built-in data minimisation and is MiFID II ready with algorithmic decision documentation.
Security Framework
ISO 27001 and SOC 2 readiness in progress, with penetration testing and end-to-end encryption.
Primary data center
Paris, FR
Backup data center
Warsaw, PL
Pricing
Pricing That Scales With Your Book
Pilot Program Investment
0 EUR setup and implementation fees during the program period.
500 EUR/month per advisor for full platform access and strategic support.
Price protection for 24 months post-program.
Post-Launch Pricing
