The Solution
Manage Your Entire Client Book with Ease
Luminary is your practice's unfair advantage. It gives you the power of an institutional-grade analyst in a simple, intuitive platform. The Clients screen provides an at-a-glance overview of your entire book, with a clear health status—"Healthy," "Monitor," or "At Risk"—for every client, so you always know how to prioritise your most valuable asset: your time.
Core capabilities
The Engines of a Scalable Practice
The Advisor Amplifier (Automate Your Workflow)
Designed to tell you exactly what to do next. The main Dashboard provides a prioritised list of "Action Items," turning client intelligence into a simple to-do list. It flags that the "Schmidt Family Trust Mentioned ESG 3 times" and gives you one-click actions to "Review evidence" or "Add to pipeline."
The AUM Growth Engine (Grow From Your Book)
Designed to be your in-house analyst for finding new revenue. Luminary systematically finds opportunities you might have missed, identifying a €85,000 Portfolio Rebalancing need or a €150,000 New Product Upsell opportunity, allowing you to grow AUM efficiently without constant prospecting.
The Compliance Autopilot (Reduce Your Burden)
Designed to simplify and automate MiFID II and GDPR requirements for your practice. The Risk dashboard centralises all your compliance alerts, flagging when a "Regulatory review" is overdue or an "MiFID II review" is required, saving you hours of manual tracking and reducing practice risk.
Purpose-Built for Advisors
The Independent Advisor's Intelligence Engine
Integration Ecosystem
Integrate Everything, Replace Nothing
API First Approach
Our API-first, cloud-native architecture is designed to enhance your existing ecosystem, not disrupt it. We augment your core banking and CRM platforms, unlocking the value of the data you already have.
Core Banking Compatibility
Pre-built integrations for leading platforms, plus a robust API framework for custodians, trading platforms, and regulatory databases.
Join a Cohort of Growth-Focused Advisors
The Pilot Program Blueprint
We are assembling an exclusive cohort of pioneering European family offices to co-create the new standard in legacy intelligence. This strategic partnership is designed to validate the next generation of AI-native tools on your real-world data, within a secure, confidential framework.
Targeted Pilot Outcomes
The program is structured to validate specific, measurable results.
+30-50%
Client capacity
+15%
AUM From Existing Clients
+25%
Client Retention
-60%
Compliance Effort
estimated typical results within first 6–12 months
Strategic Location
Direct access to €4+ trillion in Luxembourg-domiciled investment funds
Multilingual business environment (English, French, German)
Innovation Ecosystem
Access to top-tier European fintech talent and development resources
Luxembourg government support for AI and financial technology innovation
Regulatory Excellence
CSSF (Commission de Surveillance du Secteur Financier) oversight
Luxembourg's leadership in EU fintech regulatory frameworks
Enterprise-Grade Security
Meets EU Data Sovereignty
27001
ISO
Regulatory Compliance
100% EU data residency with primary servers in Paris (France) and backup in Amsterdam (Netherlands) on Scaleway's Sovereign Cloud. Our platform features a GDPR-by-design architecture with built-in data minimization.
Security Framework
ISO 27001 and SOC 2 readiness, quarterly penetration testing by independent European security firms, and end-to-end encryption with client-controlled key management options.
Pricing
A Clear Path to
Practice ROI
Pilot Program Investment
€0 setup and implementation fees during the program period.
€1,500/month per advisor for full platform access and strategic support.
Price protection for 24 months post-program.
Post-Launch Pricing
