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.
Learn how AI helps advisors simplify complex estate planning strategies by turning data into clarity for better client conversations.
Luminary’s AI-powered balance sheet enables advisors, planning teams, and professional services firms to generate a complete, client-ready balance sheet simply by uploading existing financial documents—no manual entry required.
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.
We’re launching an all new Family Tree diagram in Luminary. This deliverable enables advisors and wealth planners to capture and visualize key relationships and present them in a polished, digestible, intuitive format for immediate client use.
Watch a deep dive from Luminary and eMoney as we explore how our seamless integration empowers advisors to reduce manual work, accelerate planning workflows, and visualize complex strategies with clarity and confidence.
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.
