Vik Prasad
About Vik Prasad
Vik Prasad is a product strategist known for launching innovative tools in estate planning and publishing insightful articles on financial technology.
Title: Product Strategist
Vik Prasad holds the role of a Product Strategist. In this position, Vik Prasad focuses on developing and launching innovative products that streamline and enhance various aspects of estate planning and wealth transfer.
Innovations in Estate Planning Tools
As a Product Strategist, Vik Prasad has been instrumental in the launch of several cutting-edge tools. On February 28, 2024, Prasad introduced 'Presentation Builder', a tool that automates the creation of tailored estate plan reports. Prior to this, on February 20, 2024, he launched a modeling tool designed to illustrate hypothetical changes to estate plans. These innovations exemplify his focus on automation and user-friendly solutions in the estate planning sector.
Publications by Vik Prasad
Vik Prasad has authored several insightful articles in recent times. On January 8, 2024, he published 'Transfer-alpha: Value Hiding in Plain Sight'. Earlier, on November 29, 2023, he wrote 'Cutting to the Chase: AI-assisted Document Review'. Another notable publication is 'Teamwork Makes (the Client's) Dream Work', which was released on November 1, 2023. These publications reflect his thought leadership and expertise in AI and teamwork within the financial sector.
Major Milestones and Integrations
Vik Prasad has overseen significant accomplishments, including the introduction of the Luminary Estate Waterfall on September 19, 2023. On July 5, 2023, he announced the integration with Addepar, aimed at streamlining trust & estate planning. Additionally, Prasad celebrated the completion of a SOC 2 Type 2 audit on July 20, 2023 and a SOC 2 Type 1 audit on March 29, 2023, reinforcing the commitment to security and compliance.
Luminary Press Features and Announcements
Vik Prasad has been featured in numerous press releases that highlight his work with Luminary. On February 14, 2023, he was featured in 'Focus Financial Partners Makes a Minority Investment in Luminary' and 'Fintech’s Next Frontier: Introducing Luminary' by 8VC. The same day, he announced 'Luminary: Technology Transforming Wealth Transfer'. Another major announcement came on June 20, 2023, when he introduced 'Legacy Blueprint: From Dense to Digital'. These features and announcements showcase his pivotal role in placing Luminary at the forefront of fintech innovation.