Featured Resources
Presentation Templates lead this month's release, bringing reusable, firm-branded formats that apply across every household in a single click. We also added Snowflake Data Sharing, asset-level dispositions, a redesigned Balance Sheet, new liquidity metrics, and self-serve tenant access controls.
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 successfully completes SOC 2 audit to further its commitment to security as a leader in Trust and Estates software innovation
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.
