Luminary for Enterprises
Tailored for enterprise-level organizations, Luminary Enterprise offers advanced security, scalability, and integration capabilities—purpose-built to support complex teams delivering high-impact legacy planning services at scale.
Enterprise-Grade Features
Support complex teams with advanced permissions, secure access, and audit-ready controls.
Custom Support Packages
Get white-glove onboarding and training, plus ongoing support tailored to your firm.
Technology That Scales
Easily expand across teams and clients with AI-powered workflows built for growth.
Encrypt with customer-managed keys
Luminary’s encryption architecture gives enterprises full control over how data is secured—meeting the highest standards for internal policies and regulatory compliance.
- Use customer-managed keys to control decryption policies through your own key management system.
- Apply envelope encryption across structured data and file storage with strict tenant isolation.
- Maintain performance with short-lived encryption contexts and low-latency key caching.
- Monitor and audit all key access directly within your environment for enhanced transparency.
Use your own model provider
Maintain strict data boundaries by routing AI requests through your enterprise-managed model provider—ensuring complete control and compliance.
- Configure Luminary to use OpenAI Platform or Azure Foundry via Bring Your Own Model Provider (BYOMP).
- Keep all LLM activity private—no data logging or telemetry is retained by Luminary.
- Align usage with your internal IT cost models and data retention policies.
- Audit and monitor LLM usage through your own provider’s built-in tools.
Connect via public API
Extend Luminary’s capabilities across your tech stack with a secure, flexible API that keeps estate planning data connected and accessible.
- Sync household, document, asset, and entity data with CRMs, portals, or internal apps.
- Create, update, and retrieve digital records to maintain a unified system of record.
- Support downstream reporting, analytics, and planning workflows across teams.
- Build custom integrations that scale with your firm’s operations and data strategy.
Automate access with SCIM
Luminary’s SCIM integration automates user and team management by syncing directly with your identity provider such as Okta or Microsoft Entra—reducing manual work while improving security and consistency.
- Automatically provision, update, or deprovision users in Luminary based on changes in your IdP.
- Map identity provider groups to Luminary teams to keep access aligned across the organization.
- Manage user roles and access levels through IdP-defined profile attributes.
- Prevent conflicts by locking SCIM-managed users and teams from manual edits.
More Security, Scale, & Support.
Luminary is built for firms that need control, configurability, and confidence at scale. From onboarding and change management to custom integrations and permissions, we make it easy for large teams to adopt and expand estate planning capabilities across the entire organization.
Streamline Change Management
Roll out Luminary with ease across departments and teams. Our platform supports automated provisioning, role-based access, and enterprise-ready integrations—so change is never a blocker to adoption.
Get Hands-On Support
From onboarding to expansion, our team is with you every step. Enterprise customers receive white-glove implementation, dedicated account management, and responsive support.
Tailor the Platform to Your Firm
Align Luminary to your workflows with custom roles, permission sets, and system integrations. Whether it's CRMs, SSO, or your own model provider, we adapt to how your teams work best.