Featured Resources

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.

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.