Lumi for Financial Advisors

Say the approved wording exactly right

Disclosures, disclaimers, and reviewed language — delivered word-for-word, at the camera line, moving with your voice. Stay on script and keep eye contact on client videos and calls.

Get Lumi for $27

One-time payment · or $9/mo subscription · macOS, Windows & Web

When the exact words matter

In financial services, how something is said is part of the compliance. Approved scripts, required disclosures, and disclaimers often need to be delivered as written — no paraphrasing, nothing skipped. Doing that from memory while looking natural on camera is genuinely hard.

A teleprompter keeps the reviewed wording right at the lens. With voice-following scroll, it moves at your pace so you deliver the approved language cleanly while keeping eye contact — on a recorded update, a webinar, or a client review.

What Lumi does for advisors

  • Word-for-word delivery. Your approved script at the camera line, so required wording is said exactly as reviewed.
  • Invisible on client calls. Meeting Mode hides your notes from the client's view on Zoom, Google Meet, and Microsoft Teams.
  • Private and offline. On the desktop apps your scripts stay on your device, with no server upload — suited to sensitive material.
  • Recorder built in. Film market updates, explainers, and client messages in one app, in a couple of takes.

Lumi helps you deliver approved language consistently; it doesn't provide or replace your firm's compliance review.

A simple workflow

  1. 1

    Paste the approved script

    Drop in the reviewed wording — disclosures and all — exactly as it needs to be delivered.

  2. 2

    Set it at the camera line

    Position the prompter under your webcam so your eyes stay on the client or the lens.

  3. 3

    Turn on voice-following

    The script moves at your pace and waits when you pause, so nothing gets rushed or skipped.

  4. 4

    Record or present

    Film with the built-in recorder, or run the client call with Meeting Mode keeping notes off the share.

Frequently asked questions

Why would a financial advisor use a teleprompter?+
Because wording matters. Disclosures, disclaimers, and approved language often need to be delivered exactly as written. A teleprompter keeps that script at the camera line so you say it right, word-for-word, while still looking at the client instead of down at a page.
Can it help me stay compliant on recorded content?+
It helps you deliver the approved script consistently — the tool keeps your reviewed wording in front of you so nothing gets paraphrased or dropped on camera. It doesn't replace your firm's compliance review; it makes it easier to say exactly what was approved, every time.
Does it work on client calls without the client seeing my notes?+
Yes. Meeting Mode keeps your script visible to you and hidden from what the client sees on Zoom, Google Meet, and Microsoft Teams — so you can follow approved talking points during reviews and presentations while keeping eye contact.
Where are my scripts stored — is it private?+
On Lumi's macOS and Windows desktop apps, your scripts are stored on your device and the app works fully offline — nothing has to leave your machine. That suits sensitive client and compliance material. See Lumi's privacy and terms for the specifics.
Will reading approved language make me sound robotic?+
Not if the script sits at the camera line and moves with your voice. You read in your own rhythm with your eyes on the lens, so the required wording lands naturally rather than sounding recited.
How much does it cost?+
Lumi is $9/month, or $27 once for lifetime access, with a 3-day free trial. Voice-following scroll, the recorder, saved scripts, offline use, and Meeting Mode are included.

Deliver the approved words, naturally

Try Lumi free for 3 days — script at the camera line, private and offline on desktop. $9/mo or $27 lifetime.

Get Lumi for $27Watch the demo

One-time payment, yours forever · or $9/mo subscription