What's new at Luminary: October update
With more flexibility around roles, permissions, and team management, you can tailor how users leverage Luminary to align with your firm’s structure and streamline how client access is managed. Plus, we’ve added bulk import capability for more portfolio platforms, and expanded flexibility in estate plan modeling and creating client presentations — giving you more ways to deliver clarity and value in every conversation.
Custom Roles and Team Management
Every firm is structured differently — from small teams with shared responsibilities to large, multi-office organizations with specialized divisions. With Luminary’s new Custom roles & Team management features, you can now tailor how users use the platform to your organization’s unique size and structure, giving you complete control over how access and responsibilities are defined.
New access capabilities include:
- Customize roles and permissions — Enterprise tier customers can now create new roles with custom permissions or adjust Luminary’s default roles to fit your firm’s needs. Control who can act as a relationship owner, modify capital markets assumptions, manage users and collaborators, update firm branding, and more.
- Streamline client access with teams — Group users by office, division, or function and assign client access at the team level, reducing administrative overhead and ensuring users only see the clients that are relevant to them.
Together, these updates give your firm greater flexibility and control — making Luminary more aligned with how you already work and easier to manage at scale.
Bulk Import from eMoney, Black Diamond, and Orion
You can now bulk import clients and entities from eMoney, Black Diamond, and Orion — in addition to Addepar. This update streamlines building balance sheets and full client profiles, eliminating redundant data entry and giving you a faster path to complete, client-ready deliverables.