Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • NaviPlan Reviews & Ratings
    Company Website
  • Orca Security Reviews & Ratings
    531 Ratings
    Company Website
  • Oxylabs Reviews & Ratings
    1,151 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • Buildium Reviews & Ratings
    2,517 Ratings
    Company Website
  • OfficeSpace Software Reviews & Ratings
    178 Ratings
    Company Website
  • Gravity Software Reviews & Ratings
    45 Ratings
    Company Website
  • Adobe Acrobat Reviews & Ratings
    7,791 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,550 Ratings
    Company Website
  • LegalEdge Reviews & Ratings
    17 Ratings
    Company Website

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 Elayne?

Elayne is an all-in-one platform built to help families prepare for the future, navigate the aftermath of loss, and protect generational wealth with ease. Its intuitive wealth and legacy tools analyze your assets, documents, and accounts to create a personalized estate plan that evolves with every major life milestone. Smart AI insights highlight risks, uncover missing information, and deliver clear recommendations to optimize your financial and legal readiness. The Family Network feature lets you securely connect loved ones, share documents, and build a coordinated plan that keeps everyone informed. When a loss occurs, Elayne steps in with a compassionate, structured settlement experience that includes a dedicated human concierge and a detailed checklist tailored to your situation. The platform uncovers financial accounts, handles claims, automates distributions, and organizes every step needed to close an estate smoothly. Built-in collaboration tools help families manage responsibilities together, reducing confusion during an emotional time. Every action is protected with enterprise-grade security including SOC II compliance, HIPAA safeguards, MFA, and encrypted data storage. Elayne replaces paperwork, guesswork, and fragmented tools with a unified system that lifts the administrative burden from families. With Elayne, you can confidently plan your future and manage your loved one’s legacy with clarity, support, and peace of mind.

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

$24/month
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

Elayne

Date Founded

2024

Company Location

United States

Company Website

www.elayne.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives