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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.
By partnering with Orion, Luminary extends its powerful, AI-assisted estate planning technology to the wealth management software platform. The result is a streamlined experience that enables advisors to manage and respond to their clients' complex needs with ease.
With Luminary’s latest enhancement, advisors can now illustrate hypothetical installment sales and intra-family loans directly within a client’s estate waterfall. Using a simple, intuitive interface, you can instantly compare the impact of these strategies against taking no action—transforming complex planning into clear, visual insights that drive productive client conversations.
Dig into all of the updates from Luminary this month, including the next level to growth projections — custom client Growth Profiles. Plus, learn more about the latest update to Luminary modeling capabilities...
Last month, we added the ability to customize your Luminary projections even further with Growth Projections by Asset Class. See more of our latest feature updates, and learn how to join us in Orlando for the Heckerling Institute on Estate Planning.
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.
