Featured Resources
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.
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.
Watch our discussion on turning uncertainty into opportunity, and how having the right data and tools can add a differentiating dimension to client conversations—not just in challenging times, but as a scalable, ongoing part of next generation advisor practices.
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.
Estate and financial planning often happen across separate tools, leaving advisors stuck repeating the same work over and over. Luminary's newest integration with eMoney ensures your clients' plans stay in sync across platforms—no double data entry required. This update empowers advisors to move faster, reduce risk, and immediately deliver more value to their high-net-worth clients and prospects.
Learn how private wealth management software protects client data. Explore Luminary’s security tools, best practices, and examples.
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In an industry where legacy planning remains largely analog and overly arcane, Luminary Go makes advisor-led insights more accessible than ever. Our newest product line is designed with a singular goal: make it easier and faster for advisors to begin integrating wealth transfer insights and analysis into their client deliverables. We’ve packaged together some of the most popular features of Luminary’s award winning AI-powered estate platform into Go, giving you the essentials to deliver legacy planning outputs to all your clients.