Featured Resources
Join Luminary for a 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.
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ThinkAdvisor announces that Luminary, a leading estate planning platform, has been named Winner of the 2024 Luminaries Award for Specialized Planning Applications - Innovation. Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.
There are lots of new additions to Luminary this month, including one of our most transformative features to date: AI-powered onboarding. Discover new client facing presentation materials; Beneficiary Reports and Estate Waterfall Summaries, and more.
Luminary’s new Beneficiary Reporting tool introduces an impactful way for advisors to quantify and visualize wealth distribution. Powered by underlying data in Luminary, this innovative tool automatically creates visually engaging reports – not only detailing the benefits beneficiaries can access during the grantor’s lifetime, but also the distributions they will receive after the grantor’s passing.
In a groundbreaking industry innovation, advisors can now transform an entire suite of client documents into dynamic digital records with AI assistance – right before their eyes, in just minutes. This bulk-processing capability unlocks a rapid path to data visualization, scenario analysis, and the creation of customized client deliverables, bringing a new level of efficiency to estate planning.
This month, discover Luminary’s newest addition to our client reporting package, the balance sheet report. Explore new insights into tax calculations, improved integrations with Addepar and Black Diamond, and more.
Introducing Luminary’s newest addition to our client reporting package, the client balance sheet report. This new feature delivers a comprehensive summary of your client’s net worth, organizing assets and liabilities intelligently to drive effective estate planning discussions. With customizable asset categories and configurable views, the balance sheet can be tailored precisely to your client conversations.