Watch On Demand: The Power of eMoney + Luminary
Watch a deep dive from Luminary and eMoney as we explore how our seamless integration empowers advisors to reduce manual work, accelerate planning workflows, and visualize complex strategies with clarity and confidence.
The future of estate planning is integrated. Watch a deep dive from Luminary and eMoney as we explore how our seamless integration empowers advisors to reduce manual work, accelerate planning workflows, and visualize complex strategies with clarity and confidence.
Special guest Copper Beech Financial Group shares how their team uses the integration to save time, create visually intuitive client deliverables, and deliver meaningful outcomes across their high net worth client base.
This session walks through how data flows from eMoney into Luminary to power powerful planning deliverables—from estate tax models to waterfall diagrams—and how firms can better scale their services while reducing operational friction.
What you’ll learn:
- How the eMoney + Luminary integration works behind the scenes
- The time-saving benefits of syncing client and account data
- How integrated data powers modeling, visualization, and reporting
- Real-world examples from Copper Beech of increased efficiency and client engagement
Disclaimer:
This material is for informational purposes only. Neither APFS nor its representatives provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Copper Beech is not affiliated with American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. Securities offered through American Portfolio Financial Services, Inc., a member of FINRA SIPC, Investment Advisory and Financial Planning Services offered through American Portfolio Advisors, Inc., an SCC registered investment advisor. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, and may result in a loss of principle. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Copper Beech is an unaffiliated entity of American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. Any opinion expressed in this forum is not the opinions of American Portfolio Financial Services, Inc. and American Portfolio Advisors, Inc. and have not been reviewed by the firm for completeness or accuracy. American Portfolios and Copper Beech Financial Group are not affiliated with any other named business entities mentioned.
Meet the speakers
Josh Gelinas is a Product Lead at Luminary, where he helps shape technology that transforms how estate planning professionals serve their clients. Josh has spent his career at the intersection of finance, law, and technology — driving product development at FinTech startups including Harness Wealth and Origin Financial, and previously founding Vestivise.
Before moving into product, Josh worked as a legal assistant, where he saw firsthand how the lack of modern technology made estate planning unnecessarily complex and inefficient. That early experience continues to inspire his work today. Josh holds a bachelor’s degree from New York University and currently resides in Seattle, WA.
Ricky Illigasch is the Vice President of Product Management at eMoney Advisor, where he leads platform, data aggregation, AI, APIs, and analytics initiatives. With over 20 years of experience in product leadership across fintech and enterprise software, Ricky has a proven track record of driving innovation, scaling teams, and delivering impactful solutions. At eMoney, he has spearheaded the development of data-driven products, cloud platform migration, and the adoption of generative AI tools. Ricky is passionate about aligning technology with business strategy to enhance financial planning experiences and empower advisors through seamless integrations.
Cody first joined Copper Beech as an intern in 2020. After earning his Bachelor of Business Administration in Finance and Financial Planning, with a minor in Real Estate, from Temple University’s Richard J. Fox School of Business, he transitioned into a full-time role in 2021.
As a Registered Associate Advisor, Cody specializes in updating and monitoring client data while assisting in the design and implementation of various planning strategies for Copper Beech families.
He holds his Series 7 and 66 licenses and is currently studying to obtain his Life and Health licenses to further enhance the services he provides to our valued clients.
Outside of work, Cody enjoys playing and watching hockey and spending time with his wife, Alexia, their two cats, CC and Phoenix, and their dog, Paisley.
Watch On Demand: The Power of eMoney + Luminary
The Power of eMoney + Luminary
The Future of Estate Planning is Integrated
The future of estate planning is integrated. Watch a deep dive from Luminary and eMoney as we explore how our seamless integration empowers advisors to reduce manual work, accelerate planning workflows, and visualize complex strategies with clarity and confidence.
Special guest Copper Beech Financial Group shares how their team uses the integration to save time, create visually intuitive client deliverables, and deliver meaningful outcomes across their high net worth client base.
This session walks through how data flows from eMoney into Luminary to power powerful planning deliverables—from estate tax models to waterfall diagrams—and how firms can better scale their services while reducing operational friction.
What you’ll learn:
- How the eMoney + Luminary integration works behind the scenes
- The time-saving benefits of syncing client and account data
- How integrated data powers modeling, visualization, and reporting
- Real-world examples from Copper Beech of increased efficiency and client engagement
Disclaimer:
This material is for informational purposes only. Neither APFS nor its representatives provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Copper Beech is not affiliated with American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. Securities offered through American Portfolio Financial Services, Inc., a member of FINRA SIPC, Investment Advisory and Financial Planning Services offered through American Portfolio Advisors, Inc., an SCC registered investment advisor. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, and may result in a loss of principle. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Copper Beech is an unaffiliated entity of American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. Any opinion expressed in this forum is not the opinions of American Portfolio Financial Services, Inc. and American Portfolio Advisors, Inc. and have not been reviewed by the firm for completeness or accuracy. American Portfolios and Copper Beech Financial Group are not affiliated with any other named business entities mentioned.
Meet the speakers
Josh Gelinas is a Product Lead at Luminary, where he helps shape technology that transforms how estate planning professionals serve their clients. Josh has spent his career at the intersection of finance, law, and technology — driving product development at FinTech startups including Harness Wealth and Origin Financial, and previously founding Vestivise.
Before moving into product, Josh worked as a legal assistant, where he saw firsthand how the lack of modern technology made estate planning unnecessarily complex and inefficient. That early experience continues to inspire his work today. Josh holds a bachelor’s degree from New York University and currently resides in Seattle, WA.
Ricky Illigasch is the Vice President of Product Management at eMoney Advisor, where he leads platform, data aggregation, AI, APIs, and analytics initiatives. With over 20 years of experience in product leadership across fintech and enterprise software, Ricky has a proven track record of driving innovation, scaling teams, and delivering impactful solutions. At eMoney, he has spearheaded the development of data-driven products, cloud platform migration, and the adoption of generative AI tools. Ricky is passionate about aligning technology with business strategy to enhance financial planning experiences and empower advisors through seamless integrations.
Cody first joined Copper Beech as an intern in 2020. After earning his Bachelor of Business Administration in Finance and Financial Planning, with a minor in Real Estate, from Temple University’s Richard J. Fox School of Business, he transitioned into a full-time role in 2021.
As a Registered Associate Advisor, Cody specializes in updating and monitoring client data while assisting in the design and implementation of various planning strategies for Copper Beech families.
He holds his Series 7 and 66 licenses and is currently studying to obtain his Life and Health licenses to further enhance the services he provides to our valued clients.
Outside of work, Cody enjoys playing and watching hockey and spending time with his wife, Alexia, their two cats, CC and Phoenix, and their dog, Paisley.