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.
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.
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.
