Empowering advisors to deliver exceptional estate planning.
"Luminary is a comprehensive estate planning platform designed to help advisors create sophisticated plans for their clients. It offers tools for modeling complex scenarios, generating client-ready reports, and collaborating with legal and tax professionals. RIAs use Luminary to streamline the estate planning process and deliver high-value services."
"Luminary empowers RIAs to deliver exceptional estate planning services through a collaborative platform that connects advisors, clients, and legal professionals."
How Luminary integrates into institutional RIA stacks.
Verified native integrations connecting to Luminary
Actionable business intelligence for RIA operational excellence.
Simplified 401(k) implementation and management for RIAs.
Comprehensive held-away asset management for RIAs.
Unlock client loyalty with data-driven engagement.
AI-powered client engagement for modern RIAs.
AdvicePay: Modern billing for modern financial advisors.
