What's new at Luminary: July update
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.
Introducing View-Only Access
Luminary now supports a new Basic user type — giving wealth advisors, attorneys, and tax professionals a secure way to collaborate without introducing workflow risk.
Basic users have visibility across the platform, including access to estate waterfalls, document summaries, entity records, valuations, and balance sheets. They can also upload documents, enabling downstream AI-powered analysis and summary creation.
Whether inviting a client’s external advisors or internal team members, this view-only access makes it easier to collaborate at scale — without compromising data integrity or control.
Build Client Deliverables as You Onboard
You can now select a starting deliverable — like a document summary or entity overview — as part of client onboarding. Guided, AI-powered workflows walk you through the data needed to produce polished, shareable outputs in minutes, helping you deliver value from the very first step.
Include Document Summaries in Your Client Presentations
You can now include AI-powered document summaries in client presentations with just a single click — bundled with entity overviews or as standalone slides. We’ve also improved readability, layout, and preview speed for a smoother experience.
Expanded Client Education Slides
We’ve added CRT and CLT overview slides to the client education section of presentations. These visual aids help simplify charitable trust concepts and support more confident planning conversations.
New Document Type: Living Will
We’ve added support for “Living Will” as a distinct document type. This update ensures these files are no longer grouped with last wills and testaments, and introduces a tailored document summary template that highlights treatment preferences, end-of-life decisions, organ and tissue donation, and other critical instructions.
Increased Security with Zero Data Retention
Luminary is proud to be among the select organizations participating in OpenAI’s Zero Data Retention program. This initiative ensures that AI interactions—inputs and outputs—are processed without ever being stored, reinforcing our commitment to the highest standards of client confidentiality and data security.
Webinar Now On Demand: Estate Planning Always Matters
Our recent webinar is now available to view on demand. Watch now to hear how top advisors are turning uncertainty into opportunity. We shared how having the right data and tools can add a differentiating dimension to client conversations—in challenging times, and as a scalable, ongoing part of next generation advisor practices.