Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$6/month/user
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
No
Feedback Management
No
Gantt/Timeline View
No
Kanban Board
No
Prioritization
No
Request Management
No
Resource Management
No
Retrospectives Management
No
Status Tracking
No
Supports Scrum
No
Team Management
No
Template Management
No
Workflow Management
No