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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A round up of all the latest features released in Luminary.
Today we are announcing the expansion of Luminary AI, including a broader range of document summary and information extraction capabilities. Starting with a document upload, Luminary AI streamlines the document review process, increasing efficiency and institutionalizing knowledge. Luminary AI document summaries and trust & estate system of record form a foundation for generational wealth advice and stickier client relationships.
Luminary’s new business entity visualizations enable advisors to easily understand and convey the structure and value of a client’s business ownership. Our interactive visuals map out your client’s business holdings, while leveraging the underlying data in Luminary to automatically calculate the aggregate value of their ownership.
Luminary’s partnership with the SS&C Black Diamond® Wealth Platform allows advisors to easily sync data to Luminary so they can leverage a powerful feature set to visualize and manage trust & estate strategies for their clients.
Luminary, the leading estate planning software provider servicing the US family office and wealth management industry, has been selected as the winner in the ‘Fintech Start-Up’ and ‘Product Innovation (B2B)’ categories at the Eleventh Annual Family Wealth Report Awards 2024 program.
April has been another exciting month at Luminary. We’ve been busy rolling out new features that fortify Luminary as the most intuitive and user-friendly platform in estate planning. This month we’ve launched support of state-level estate taxes, created new business entity visualizations, improved Luminary AI document summaries, and enabled bulk importing valuation updates using an excel file. Additionally, we continue to refine the user experience and add new functionality to the Estate Waterfall.
