Featured Resources
November brings a suite of updates focused on customization, clarity, and scale. We’ve launched smarter AI document summaries with firm-specific prompts, streamlined life insurance modeling, and AI-powered notes for business entities. You’ll also find new client education slides to support strategic conversations, and a SCIM integration to simplify secure user management for enterprise teams.
Luminary Platforms, Inc. has closed convertible note financing led by existing investors 8VC, Focus Financial Partners and Rockefeller Asset Management.
The latest edition of the WealthTech100 has been launched today by FinTech Global, a specialist research firm. This prestigious ranking names Luminary amongst the most innovative technology providers that are transforming the operations of investment firms, private banks and financial advisors.
Luminary’s new gift modeling tool enables wealth advisors to demonstrate the impact of lifetime planning strategies for prospects and clients alike.
Luminary’s Presentation Builder automates the manual process of creating custom branded, well-formatted, and comprehensive estate planning presentations for clients on all the important details surrounding their estate. The Presentation Builder adds to Luminary’s platform for streamlining and elevating how advisors deliver trust and estate services as a core part of their client value proposition.
Last year, Luminary launched the Estate Waterfall which enabled advisors to quickly visualize and dimension outcomes of an existing estate plan. Now, advisors can overlay new strategy ideas and show the effect of hypothetical changes in minutes.
Luminary’s value creation feature enables advisors to systematically track and report on asset growth outside of an estate, making tax savings from wealth transfer a tangible part of their client value proposition.
