Featured Resources
This month’s updates make it easier to collaborate, onboard, and deliver value faster. Highlights include new View-Only Access, guided workflows to create deliverables during onboarding, document summaries in presentations, expanded client education content, and enhanced data privacy with Zero Data Retention. Plus, our latest webinar is now available on demand.
.png)
Luminary CEO, David Barnard, was recently featured in Family Wealth Report's Acclaim Magazine 2025, where he discusses Luminary's back-to-back win for the Family Wealth Report "Product Innovation" Award. Check out his interview below.
Discover how AI-driven solutions improve collaboration, streamline marketing for estate planners, and elevate client services for long-term success.
Luminary's newest hire, Julia Kosinski, J.D. LL.M., spoke with Michael Thrasher from Modus News, a leading family office newsletter, about her decision to join a software company after years of in-house practice and family office experience. Read on to hear more about her thoughts on wealth tech and integrating AI into your practice.
This month, we’re excited to announce a major new integration with eMoney—plus, Luminary took home two Family Wealth Report Awards! From smarter Excel exports and DSUE inputs to new client presentation tools and onboarding enhancements, there’s plenty to explore. Don’t miss our upcoming webinar on turning market volatility into a strategic advantage.
Learn how private wealth management software protects client data. Explore Luminary’s security tools, best practices, and examples.
This month, we’re bringing you powerful new tools to educate, customize, and deliver more impactful client experiences. From white-labeled education slides to AI-powered presentation notes, there’s a lot to explore. Plus, come say hello at one of several events we'll be attending this month, including AddeConf25, NY Estate Planners Day, FOTechHub’s Demo Day, and the Family Wealth Report Awards. Dive into all the latest updates below.
Estate planning professionals understand that explaining complex trust and business structures to clients requires both clarity and visual appeal. Today, we're excited to announce significant enhancements to Luminary's Entity Overview feature—transforming a once time-consuming process into a streamlined experience that produces beautiful, client-friendly deliverables in minutes.
