Lead with planning to stand out in the market

Luminary provides a suite of tools that make it easy to bring wealth transfer ideas and insights to life

How you benefit

With minimal input—like an estimate of net worth—Luminary's easy-to-use tools create client-ready presentations that spark meaningful conversations.

Stand out

Differentiate your practice with holistic insights and a tech-forward client experience.

Prospect faster

Create custom presentations quickly and easily, even when you are still gathering basic information.

Grow your client base

Expand your business with larger clients, and increase retention and referrals with deeper relationships.

“I use Luminary in all of my prospect meetings now. I showed a custom analysis to illustrate the depth of our family office capabilities and the holistic advice we can provide. It’s really powerful.”

Wealth Advisor
RIA in Boston

Modeling and analysis tools

Luminary’s strategy modeling tools enable you to provide valuable insights, even when you don’t have the full picture of your prospects' balance sheet and estate structure.

Illustrate advanced planning concepts including Grantor Retained Annuity Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, and gifting strategies with ease.
Compare planning outcomes across various market conditions, and illustrate the power of compounding growth outside of the estate over time.
Communicate benefits to prospects with dynamic secure share links, allowing them to adjust preset variables and see the impact to outcomes.

Luminary AI document summaries & search

Upload a document to quickly understand your prospects' current estate plan and identify new opportunities.

Upload and summarize any planning document, including trusts, business documents, POAs, and more.
Luminary AI extracts key insights and summarizes essential details into a single page.
Ask questions about the document and Luminary AI will deliver succinct answers and point you to the source.

Luminary AI equips you with detailed knowledge about a prospect’s estate, providing a baseline for you to propose new planning opportunities.