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Luminary’s new hypothetical modeling features give advisors the ability to simulate and compare advanced wealth transfer strategies like GRATs, CRTs, and CLTs directly within a dynamic estate waterfall. This expands on existing capabilities for installment sales and intra-family loans, giving advisors a powerful, visual tool to test assumptions, quantify outcomes, and tailor recommendations to each client’s unique goals.
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.
Welcome to part one of our three-part series on how AI is helping to bring new efficiencies and capabilities to the delivery of dynamic and personalized trust & estate services.
Luminary’s digital collaboration platform brings new efficiency and insight to trust and estate services, seamlessly coordinating with a client’s tax and legal advisors.
Luminary’s new Estate Waterfall brings legacy planning to life with easy-to-understand, client-friendly visualizations. With Luminary’s Estate Waterfall, advisors can scale how they demonstrate a holistic understanding of their clients' estate plans and personal goals. Luminary unlocks trust & estate services as a key competitive advantage, strengthening existing relationships across generations, and opening new opportunities to distinguish advisory services to prospective clients. Luminary is technology transforming wealth transfer.