Featured Resources

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.

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.