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A workflow and collaboration platform that revolutionizes legacy planning

  • A modern system of record that enables robust monitoring and forecasting

  • A rich visualization layer that unlocks key insights and quantifies value creation

  • A powerful workflow engine that facilitates strategy design, setup, and management


A workflow and collaboration platform that revolutionizes legacy planning

  • A modern system of record that enables robust monitoring and forecasting
  • A rich visualization layer that unlocks key insights and quantifies value creation
  • A powerful workflow engine that facilitates strategy design, setup, and management

"With Luminary's estate waterfall, I was able to reinvigorate a client conversation that was long overdue."

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Wealth Manager, Boston RIA

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