Step 1: Activation Process
Once ready to go live after closing, open Lumonic and locate the "Activate" button
Complete the activation step:
Confirm collection strategy (direct company collection vs. other methods)
Input company contact email addresses
Verify fiscal year end and reporting currency
Review and adjust reporting start dates as needed
Click "Activate" to complete the process
The company will now receive invites from the Lumonic platform to create their accounts.
Step 2: Company Communication (recommended)
Send a welcome email to your company contact
Include Support@Lumonic.com in the CC field
The Lumonic team will reply:
Introduce themselves to the company
Offer a 10-minute training and Q&A session
Establish direct support communication channels
Feel free to use our email template below
Email Template
[name],
I wanted to inform you that [we are moving our portfolio management to a new platform and will now be managing]/[we manage] compliance and financial reporting using Lumonic. With Lumonic, you can review and complete reporting all in one place.
Very shortly, you will get an email from Lumonic that will help you setup your account. The email will look something like this:
After creating your account, you will receive notifications when items are due. If you have any questions, contact the Lumonic team at support@lumonic.com.
Best,