What a month! August was packed full of new improvements and feature releases, providing additional ways to tailor your strategies to your clients' unique situations and customize how you present your deliverables. Read on to discover how Luminary is making bespoke estate planning easier to deliver.

In July, we launched a number of Luminary AI improvements, including summarized answers, and AI suggestions to extract key details for existing trusts. Read on to discover other exciting updates, and how Luminary is helping one customer win more referrals.

This month, we've made a number of enhancements to our estate waterfall features enabling even more powerful modeling for advisors, and easy outputs to get ready for that next big client meeting. Read on below for all the latest in Luminary, and see how one of our customers is making her family office more efficient.

Our CEO, David Barnard, was recently featured in Family Wealth Report's Acclaim Magazine, where he discusses his vision for the future of wealth management, the story behind Luminary and how it solves the challenges faced by advisors, how advisors should assess new technology, and provides an insight into what's driving Luminary's traction.

A round up of all the latest features released in Luminary.

Luminary’s new business entity visualizations enable advisors to easily understand and convey the structure and value of a client’s business ownership. Our interactive visuals map out your client’s business holdings, while leveraging the underlying data in Luminary to automatically calculate the aggregate value of their ownership.

Luminary’s partnership with the SS&C Black Diamond® Wealth Platform allows advisors to easily sync data to Luminary so they can leverage a powerful feature set to visualize and manage trust & estate strategies for their clients.

Luminary, the leading estate planning software provider servicing the US family office and wealth management industry, has been selected as the winner in the ‘Fintech Start-Up’ and ‘Product Innovation (B2B)’ categories at the Eleventh Annual Family Wealth Report Awards 2024 program.

April has been another exciting month at Luminary. We’ve been busy rolling out new features that fortify Luminary as the most intuitive and user-friendly platform in estate planning. This month we’ve launched support of state-level estate taxes, created new business entity visualizations, improved Luminary AI document summaries, and enabled bulk importing valuation updates using an excel file. Additionally, we continue to refine the user experience and add new functionality to the Estate Waterfall.

Luminary Platforms, Inc. has closed convertible note financing led by existing investors 8VC, Focus Financial Partners and Rockefeller Asset Management. Additionally, after making a personal investment, Rudy Adolf, founder and former CEO of Focus Financial Partners, will join Luminary's board as an advisor.

The latest edition of the WealthTech100 has been launched today by FinTech Global, a specialist research firm. This prestigious ranking names Luminary amongst the most innovative technology providers that are transforming the operations of investment firms, private banks and financial advisors.

Luminary’s new gift modeling tool enables wealth advisors to demonstrate the impact of lifetime planning strategies for prospects and clients alike.

Luminary’s Presentation Builder automates the manual process of creating custom branded, well-formatted, and comprehensive estate planning presentations for clients on all the important details surrounding their estate. The Presentation Builder adds to Luminary’s platform for streamlining and elevating how advisors deliver trust and estate services as a core part of their client value proposition.

Last year, Luminary launched the Estate Waterfall which enabled advisors to quickly visualize and dimension outcomes of an existing estate plan. Now, advisors can overlay new strategy ideas and show the effect of hypothetical changes in minutes.

Luminary’s value creation feature enables advisors to systematically track and report on asset growth outside of an estate, making tax savings from wealth transfer a tangible part of their client value proposition.

Welcome to part one of our three-part series on how AI is helping to bring new efficiencies and capabilities to the delivery of dynamic and personalized trust & estate services.

Luminary’s digital collaboration platform brings new efficiency and insight to trust and estate services, seamlessly coordinating with a client’s tax and legal advisors.

Luminary’s new Estate Waterfall brings legacy planning to life with easy-to-understand, client-friendly visualizations. With Luminary’s Estate Waterfall, advisors can scale how they demonstrate a holistic understanding of their clients' estate plans and personal goals. Luminary unlocks trust & estate services as a key competitive advantage, strengthening existing relationships across generations, and opening new opportunities to distinguish advisory services to prospective clients. Luminary is technology transforming wealth transfer.

Establishing trust is essential when building a legacy plan. That's why at Luminary, we're proud to announce our successful SOC 2 Type 2 audit completion, reinforcing our commitment to security and confidentiality.

Luminary’s collaboration platform streamlines and elevates how advisors deliver trust and estate services as a core part of their client value proposition. By integrating Luminary and Addepar, it’s easier than ever to visualize complex estate plans and quantify the incremental value of effective tax and transfer strategies.

Luminary is a fully-integrated collaboration platform that brings scale efficiency and tangible impact to trust & estate planning. With our new Legacy Blueprint feature, users can easily create visualizations for complex trust details and make connections between different entities and beneficiaries in an estate plan. And our digital system of record and intuitive interface streamlines wealth advisor-attorney engagement like never before.

Luminary is a collaboration platform bringing new efficiency to how advisors connect client assets with legacy goals. Today, we’re announcing that we’ve raised $9.5mm in capital led by 8VC, along with VCs and strategic investors including Fin Capital, Focus Financial Partners, Rockefeller Asset Management Technology Ventures Group, and several family offices.