Luminary unlocks new opportunities for advisors to add and demonstrate client value, strengthening relationships across generations.
Today, delivery of trust & estate services is a series of complicated, unconnected steps that lack scale efficiency. Luminary modernizes legacy planning by digitizing manual processes, streamlining complex tasks, and creating consistent service capabilities.
Luminary organizes essential trust and entity information around intuitive, sharable structures.
Instantly generate customizable estate maps and plan diagrams with just a few clicks. Easily demonstrate the value created by planning, and identify future opportunities.
Develop strategy concepts and simulate outcome scenarios in minutes. Collaborate with permissioned third parties and assign tasks among internal team members all in one place.
Monitor and manage payments, gifting, and transferred wealth in a single location. Reduce risk of error and make tax alpha a reportable metric.
Family office in New York
Head of Wealth Strategy
RIA in Massachusetts
RIA in Colorado
Best in class data security, integrated with your data and workflows
SOC 2 certified
Our systems undergo rigorous cybersecurity audits and penetration testing by independent third parties to ensure that our security controls meet leading industry standards.
We take extensive measures to protect the confidentiality of your information. Luminary is equipped with enterprise-grade security and every file is encrypted using AES 256-bit encryption.
Luminary integrates with your portfolio reporting software, helping you demonstrate the value created through planning.
Our web based platform is built for wealth, legal, and tax advisors with complex clients, so you can manage everything from ideation through distribution in one place.
Built for Luminaries
Are you an advisor who serves clients with generational gifting and charitable giving objectives?
Getting started with Luminary is fast and easy. You can build entity records and produce a client ready display in minutes. We make work you are already doing more scalable and impactful.
Luminary is technology transforming wealth transfer. Add more value. Build deeper relationships. Future-proof your business.
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