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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Agile Luminary reimagines project management with a full suite of AI-driven tools that eliminate the bottlenecks of manual Agile workflows. Its story creation engine instantly transforms data from spreadsheets, images, or plain text into structured epics and user stories aligned with INVEST principles. Documentation becomes effortless with automated generation of release notes, test cases, and reports tailored to each project. Teams can organize their work through Kanban and list views while leveraging smart sprint planning with velocity-based indicators for optimized delivery. The platform’s built-in wiki with contextual RAG search allows teams to centralize knowledge and access it instantly. AI-native integrations connect seamlessly with GitHub, Jira imports, and MCP servers, ensuring smooth adoption into existing workflows. With unlimited scalability, role-based access controls, and enterprise-grade support, Agile Luminary caters to both startups and large organizations. By combining project oversight, documentation, and planning into one intelligent system, it accelerates productivity and reduces project chaos.

Description

Luminary is a specialized, cloud-centric platform tailored for wealth advisors, family offices, and estate-planning experts, enabling the conversion of traditional trust and estate documents into interactive digital records, compelling visualizations, and actionable insights, all enhanced by AI technology. By utilizing Luminary, users can seamlessly upload both legacy and modern planning documents and receive immediate, concise summaries along with extracted data, which can reduce review time by as much as 80%. The platform empowers users to create dynamic estate-flow diagrams and “waterfalls” that automatically refresh with updated asset valuations, providing clients with a clear understanding of distribution timelines and beneficiaries. In addition, it facilitates the modeling of complex strategies like GRATs, SLATs, and CLTs in a unified space, allowing for side-by-side comparison of options while enabling the rapid production of polished presentation materials that align with brand aesthetics in mere minutes instead of days. This transformative approach to estate planning not only enhances efficiency but also elevates client engagement through modern technological integration.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$6/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Agile Luminary

Founded

2024

Country

United States

Website

agileluminary.com

Vendor Details

Company Name

Luminary

Founded

2022

Country

United States

Website

www.withluminary.com

Product 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

Product Features

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