Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 Homebot?
Homebot boosts referral and repeat business for real estate professionals and loan officers by helping clients build their wealth. By adopting Homebot, you establish yourself as a trustworthy mentor, assisting clients in making informed decisions about their most valuable possession, frequently their home. The service offers personalized, actionable insights that feature your branding, allowing clients to successfully track and enhance their financial growth through homeownership. Furthermore, Homebot's intuitive design keeps clients actively involved and knowledgeable about their property investments over the long term, reinforcing their relationship with you as their advisor. This ongoing engagement ultimately cultivates loyalty and fosters a sense of community among your clients.
Integrations Supported
TrustEngine
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$150 per 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
Homebot
Date Founded
2015
Company Location
United States
Company Website
homebot.ai/
Categories and Features
Categories and Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages