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Average Ratings 0 Ratings
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.
Description
PersProfile offers insights into the behavioral tendencies, motivations, emotional intelligence, and social skills of individuals in their workplace settings. This assessment draws on contemporary psychological theories and the behavioral analysis frameworks established by renowned figures such as Carl Jung and William Marston, alongside the emotional intelligence research conducted by Peter Salovey and Daniel Goleman. The results of the PersProfile assessment are presented in a user-friendly report format that employs straightforward language and visual aids, utilizing a color-coding system to enhance the understanding of findings. Our behaviors are shaped by a combination of temperament, character, personality, and social roles, which collectively reveal our preferences, needs, and motivations. The reports from PersProfile leverage color as a powerful visual instrument to depict behavioral patterns and subtleties. Specifically, the four primary colors—red, yellow, green, and blue—represent distinct behavior patterns, each characterized by unique and identifiable traits. Through this approach, individuals can gain a deeper awareness of their own behavior as well as that of their colleagues, ultimately fostering improved communication and collaboration in professional environments.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Luminary
Founded
2022
Country
United States
Website
www.withluminary.com
Vendor Details
Company Name
Versus Profile
Founded
1990
Country
Switzerland
Website
versusprofile.com/our-solutions/persprofile/
Product Features
Product Features
Pre-employment Testing
Aptitude Testing
Yes
Candidate Comparison
Yes
Candidate Management
No
Customizable Tests
Yes
Online Testing
Yes
Personality Testing
Yes
Pre-made Test Library
Yes
Real Time Reporting
Yes
Skill Testing
Yes
Test Authoring
No
Workflow Management
No