The Power of eMoney + Luminary: 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.
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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.
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.
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.