Luminary + Addepar: A new integration to streamline and elevate trust & estate planning
Blog Post
July 5, 2023
Dave St. Geme
|
Head of Product
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.
Legacy planning is among the most meaningful of advisor services, forging enduring client relationships and creating tangible value. However, existing technology tools often fall short in effectively illustrating beneficiary flows and the ‘tax alpha’ associated with wealth transfer.
Today, we’re delighted to announce an integration with Addepar, bringing new efficiency to the way advisors demonstrate and quantify the impact of trust and estate concepts. In 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.
Automate trust & estate map creation, with integrated data
Luminary’s Legacy Blueprint and Addepar integration makes it easy to gain a comprehensive view of your clients' entire estate with the latest account values. Advisors can easily track the impact of planning and create rich visualizations that make it easy to differentiate between in-estate and out-of-estate assets. Displaying complex legacy strategies has never been easier.
Easily quantify the impact of an estate plan and create rich visualizations that make it easy to differentiate between in-estate and out-of-estate assets
Save time building client presentations
With our Addepar integration, you can automatically calculate and show the value creation of client estate plans directly within Luminary. Account values update daily, making it easy to quantify the economic benefit of legacy strategies and make ‘tax alpha’ a reportable metric.
Quantify the value of legacy strategies and make ‘tax alpha’ a reportable metric.
Automatically calculate and show the value creation of client estate plans directly within Luminary
Experience unparalleled efficiency and impact with Luminary + Addepar
By integrating Luminary and Addepar, it’s easier than ever to bring complex legacy plans to life and help your clients unlock more meaning in their money.
To learn more, schedule a demo today.
