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This month, we’re making it even easier to lead with planning. A new client-friendly trust summary prompt simplifies conversations across generations, while expanded support for key documents like prenuptial agreements and letters of wishes brings more of the estate plan into view. You can now push estate data directly into Addepar dashboards, and updated Estate360 visuals deliver a cleaner, more compelling way to present structures. We’ll be at Heckerling next week — visit us at booth 525 — and we’re honored to be named one of Built In’s Best Startups to Work For in NYC.
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.
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.