Luminary

It’s been a fantastic year of award and recognition for Luminary. Each accolade has been a testament to the transformative impact our technology is making on the wealth management industry. Today, we are excited to announce that we have been selected as a finalist in Think Advisor’s ‘Luminaries’ Awards 2024, under the Specialized Planning Applications - Innovation category. Amongst a record-breaking number of nominations, Think Advisor has recognized Luminary as one of the most innovative firms in the industry. Luminary is enabling advisors to provide bespoke estate planning at scale, helping them grow their high-value client base, deepen client relationships, and improve retention. A heartfelt thank you to the esteemed ThinkAdvisor judges Joel Bruckenstein, Liz Fritz, Craig Iskowitz, and congratulations to all the other inspiring finalists!

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✔️ Time saved ✔️ Accuracy improved ✔️ Deliverables created faster Luminary’s new Dispositive Provision Templates feature is the latest innovation automating manual tasks for wealth advisors. Advisors can now apply preset dispositive provision templates to construct common trust structures, making it easier than ever to map out your clients estate, or illustrate new planning ideas. Use templates to map out common estate planning strategies, from standard pour-over will provisions, to more complex A/B/C trust structures. Luminary will then update the estate waterfall diagram, calculate estate taxes, and project beneficiary outcomes. Don’t see the structure you’re looking for? You can also create and save custom templates to apply across your clients. Read on to learn more about how Luminary is helping advisors streamline estate planning with templates: https://lnkd.in/epaY3tzF #estateplanning #wealthmanagement #wealthtech #innovation

Introducing estate waterfall cash flows... With Luminary's newest feature, you now have the power to simulate how liquidity events, income sources, distributions, and even lifestyle expenses can impact a family’s legacy over time. With Luminary's newest waterfall cash flow feature, you can now: 🔄 Create recurring or one-time cash flows 📈 Set income or expense growth rates ⏳ End cash flows based on death events or trust termination With estate waterfall cash flows, now you have even greater control and accuracy in modeling your client's estate outcomes in Luminary. Curious to see it in action? Book a demo with our sales team.

Our CEO, David Barnard, was recently featured in Family Wealth Report’s Acclaim Magazine. David discusses his vision for the future of wealth management, the story behind Luminary and how it solves the biggest challenges faced by advisors, and considerations in assessing new technology. Link to the full article in the comments below. #WealthManagement #WealthTech #innovation

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Discover how new estate planning technology is helping advisors attract and service their most valuable clients, in a scalable way. Join us for an exclusive webinar hosted in partnership with SS&C Advent Black Diamond Wealth Platform, and see: • How Luminary helps advisors scale their trust & estate services • How the Black Diamond integration unlocks new efficiencies • Live demos of both platforms and the integration Register today: https://lnkd.in/e_XzdDyJ Can't make Tuesday, July 16 at 1pm ET? Register, and we’ll send you a link to the webinar recording after the event.

It's been a strong start at Morningstar Investment Conference. We enjoyed the opportunity to present at the Fintech Showcase, highlighting how Luminary is transforming wealth transfer for advisors and their clients. Thank you to Anthony Termini, the judges, and the incredible audience for an engaging conversation to start off the conference!

We are honored to be named a finalist in the WealthManagement.com Industry Awards for Estate Planning Technology Providers! Advisor tools for estate planning services have long been underpowered and neglected by tech innovation. At Luminary, we’re committed to equipping advisors with technology to differentiate their practice and service their most valuable clients in a scalable way. Thank you to WealthManagement.com for acknowledging our innovation in estate planning, and congratulations to all the other well deserving finalists! Here’s to redefining the future of wealth management, together. #wealthies #WMIA #wealthmanagement

Thank you Frazer Rice for hosting me on Wealth Actually. The intersection of financial assets, legacy goals, and tax efficiency is one of the most dynamic places in wealth management today. You did a great job surfacing many of the important questions we’re trying to answer with Luminary. If you’re an advisor working with complex clients, I’d invite you to have a listen and share your view on what the future of wealth management might look like.