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What is Luminary?

Luminary is an innovative, cloud-based platform specifically designed for wealth management professionals, family offices, and estate-planning specialists, which transforms traditional trust and estate documentation into interactive digital formats, insightful visual representations, and actionable intelligence, all enhanced by artificial intelligence. With Luminary, users are empowered to effortlessly upload both historical and contemporary planning documents, gaining instant, clear summaries and extracted data that can cut review times by as much as 80%. The platform allows for the creation of interactive estate-flow diagrams and "waterfalls" that automatically adjust with the latest asset valuations, giving clients a transparent view of distribution sequences and beneficiary designations. Moreover, it supports the simulation of intricate strategies such as GRATs, SLATs, and CLTs in a consolidated environment, permitting side-by-side evaluations of alternatives and the swift generation of high-quality presentation materials that fit brand identities in just minutes instead of days. This revolutionary approach to estate planning not only boosts operational efficiency but also significantly enhances client interaction through the incorporation of advanced technology. As a result, Luminary is redefining the standards of service in the wealth advisory and estate planning fields, leading professionals to a more effective and engaging practice.

What is Agile Luminary?

Agile Luminary is the next-generation Agile project management application, designed from the ground up with AI at its core. Its advanced capabilities allow teams to automatically generate epics, features, and user stories from unstructured data sources like spreadsheets, images, or plain text, ensuring faster backlog creation. Using INVEST principles, the AI delivers well-structured stories that maintain clarity and alignment with Agile best practices. Beyond story creation, Agile Luminary automates key aspects of project documentation, producing release notes, comprehensive test cases, and progress reports with contextual accuracy. Teams can manage work through Kanban boards and list views, while intelligent sprint planning uses velocity-based indicators and story point previews to optimize prioritization. A built-in wiki with RAG-powered search ensures project knowledge is organized, discoverable, and tied directly to work items. The platform also offers seamless integrations, syncing with GitHub, importing from Jira, and connecting to external MCP servers for AI-assisted workflows. Designed to support unlimited projects and users, it includes SSO integration, enterprise-grade storage, and 24/7 support for large-scale adoption. Agile Luminary transforms tedious backlog grooming and fragmented documentation into a streamlined, AI-assisted experience. By bridging AI with Agile methodology, it empowers teams to move faster, collaborate smarter, and ship better software.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$6/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Luminary

Date Founded

2022

Company Location

United States

Company Website

www.withluminary.com

Company Facts

Organization Name

Agile Luminary

Date Founded

2024

Company Location

United States

Company Website

agileluminary.com

Categories and Features

Categories and Features

Agile Project Management Tools

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

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