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November brings a suite of updates focused on customization, clarity, and scale. We’ve launched smarter AI document summaries with firm-specific prompts, streamlined life insurance modeling, and AI-powered notes for business entities. You’ll also find new client education slides to support strategic conversations, and a SCIM integration to simplify secure user management for enterprise teams.
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.
This month, we’ve made it easier than ever to educate clients, track workflows, and deliver polished planning outputs. Highlights include a new Education page with client-ready resources, smarter Notifications & Activities for workflow tracking, and expanded Insights to surface potential planning concerns.
Smarter summaries, clearer visuals, and more control. This month, we’ve introduced tools to streamline distribution modeling, expand client presentations, and deepen document summary capabilities. Plus, catch our latest webinar exploring how AI can help you develop estate planning into a strategic advantage for your firm.
Tune in as we continue our discussion on AI in wealth transfer and take a first look at Luminary Insights—a groundbreaking new feature that enables advisors to automatically surface personalized estate planning guidance directly from client documents.
Manage estate plans effortlessly with Luminary’s automated reports, complex modeling, and seamless advisor collaboration—all in one platform.
AI-driven insights to help advisors scale expert estate planning across more client relationships.
This month’s updates make it easier to collaborate, onboard, and deliver value faster. Highlights include new Limited 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.