Addepar + Luminary
In just a few clicks, advisors can sync client profiles and entities in Luminary with existing Addepar portfolios, seamlessly connecting trust and estate plans with up-to-date asset and account values.
Black Diamond + Luminary
Sync client profiles and entities in Luminary with existing Black Diamond portfolios—to ensure trust and estate plans have up-to-date asset and account values, and enable timely and accurate advice.
Resources
Estate and financial planning often happen across separate tools, leaving advisors stuck repeating the same work over and over. Luminary's newest integration with eMoney ensures your clients' plans stay in sync across platforms—no double data entry required. This update empowers advisors to move faster, reduce risk, and immediately deliver more value to their high-net-worth clients and prospects.
2025 is a huge year for estate planning, as rapid evolution of technology has increased the need to adopt new tooling and create an integrated tech stack to form a competitive edge. Clients’ needs and expectations have increased like never before to demand a higher level of personalization and speed from planners. How are you preparing to scale in this very busy year?
By partnering with Orion, Luminary extends its powerful, AI-assisted estate planning technology to the wealth management software platform. The result is a streamlined experience that enables advisors to manage and respond to their clients' complex needs with ease.
Luminary’s partnership with the SS&C Black Diamond® Wealth Platform allows advisors to easily sync data to Luminary so they can leverage a powerful feature set to visualize and manage trust & estate strategies for their clients.
Luminary’s collaboration platform streamlines and elevates how advisors deliver trust and estate services as a core part of their client value proposition. By integrating Luminary and Addepar, it’s easier than ever to visualize complex estate plans and quantify the incremental value of effective tax and transfer strategies.