Featured Resources
This month, we’ve made it easier than ever to educate clients, track workflows, and deliver polished planning outputs. Highlights include a new Education page with client-ready resources, smarter Notifications & Activities for workflow tracking, and expanded Insights to surface potential planning concerns.
The tax idea is the new stock idea, but advisors don’t have the tools to deliver them... until now. Discover how new technology is helping advisors unlock efficiency and scale in Trust & Estate services. Register to access the on-demand webinar.
This month, we've made a number of enhancements to our estate waterfall features enabling even more powerful modeling for advisors, and easy outputs to get ready for that next big client meeting. Read on below for all the latest in Luminary, and see how one of our customers is making her family office more efficient.
Our CEO, David Barnard, was recently featured in Family Wealth Report's Acclaim Magazine, where he discusses his vision for the future of wealth management, the story behind Luminary and how it solves the challenges faced by advisors, how advisors should assess new technology, and provides an insight into what's driving Luminary's traction.
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.