Luminary + eMoney: Eliminate Redundant Data Entry in Estate Planning
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.
Eliminate Double Data Entry
The advisors we serve have long told us: repetitive data entry is time-consuming, error-prone, and a barrier to scale. With our new eMoney integration, you can import client profiles and sync financial data directly from eMoney households into Luminary. That includes:
- Entities and ownership structures
- Assets, liabilities, and insurance
- People profiles and roles
- Cash flows and transfer assumptions
This results in faster, more accurate setup—and more time to focus on delivering value. No more rekeying client details into multiple systems, mismatched or outdated records, or delays getting to strategic conversations.
Build Balance Sheets and Estate Waterfalls in Minutes
The integration supports key Luminary workflows designed to create client-ready deliverables with speed and precision:
- Create Balance Sheets: Select an eMoney household and import accounts, entities, and assets. You now have a client-ready balance sheet, which can easily be added directly into a white-labeled presentation.
- Transform Data Into Dynamic Diagrams: Import cash flows, define ownership, and clearly illustrate wealth transfer outcomes directly in an estate waterfall visual—all without switching tools.
These workflows bring complex financial structures to life while maintaining a single source of truth across platforms.
Built for Complex Clients and the Firms That Serve Them
Luminary is purpose-built for advisors serving HNW and UHNW clients, offering precision modeling, powerful visualizations, and automated reporting that turns tax alpha into a measurable outcome. Our latest integration with eMoney enhances functionality by connecting Luminary to the financial planning platform most widely used by RIAs and multifamily offices working with complex client profiles.
Together, eMoney and Luminary provide a unified experience: from financial planning to estate plan execution.
Get Started Today
eMoney integration is now available for all Luminary users. Visit the Settings > Integrations page to connect your accounts and start syncing data into your balance sheet and estate waterfall workflows. All client asset and entity integration data is supported today with additional functionality coming soon—stay tuned for updates as we expand the integration.
Ready to see it in action? Learn more about how Luminary can bring new speed and consistency to your estate planning practice.
Frequently Asked Questions
Who can use the integration?
After the eMoney and Luminary integration is set up by a firm administrator, any user can be given access to the integration.
How often does the integration sync data?
Luminary’s integration with eMoney updates on a nightly basis. The integration gives you access to trusts & business entities and detailed assets data including valuations and asset class.
Can I use multiple integrations with Luminary?
Yes, Luminary also supports integrations with Addepar, Black Diamond, and Orion for the most comprehensive advisor tech stack solution. Alongside your eMoney financial planning integration, you can also integrate with your other performance reporting providers. Reach out to your Luminary customer success manager to learn more.