Featured Resources
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.
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.
.png)
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.
This month, we’re bringing you powerful new tools to educate, customize, and deliver more impactful client experiences. From white-labeled education slides to AI-powered presentation notes, there’s a lot to explore. Plus, come say hello at one of several events we'll be attending this month, including AddeConf25, NY Estate Planners Day, FOTechHub’s Demo Day, and the Family Wealth Report Awards. Dive into all the latest updates below.
Streamline generational wealth transfer with expert strategies and Luminary’s technology, ensuring clear communication, tax efficiency, and wealth preservation.
As client expectations rapidly evolve, estate planners face increasing pressure to deliver highly personalized, efficient, and transparent service. Watch now to see how AI-powered technology enables advisors to exceed these expectations, providing deeper insights and better outcomes for clients.