Luminary + Orion: A new integration supporting wealth management success

The Luminary and Orion integration allows advisors to easily sync data to Luminary and leverage a powerful feature set to visualize and manage trust and estate strategies for their clients. Advisors can sync their client profiles and entities in Orion into their Luminary households in just a few clicks. This seamless connection ensures trust and estate plans have up-to-date asset and account values, enabling advisors to provide timely and accurate advice.

How the Orion integration with Luminary works

Luminary built the Orion integration to sync valuation data automatically. To enable this, connect Orion portfolio data to leverage the household object for Luminary primary clients and the portfolio group or account object for Luminary entities.

Data syncs between Luminary and Orion nightly, pulling in the information advisors need to ensure clients' plans perform as intended.

Integration benefits and features

With regularly updated values in Luminary, you can use our key features to build dynamic client presentations, model new strategies, and report on the tax impact of your recommendations, all while building stronger, more trusting relationships with clients through transparency and communication.

You can take advantage of the following benefits and features:

• Create a single source of truth from static documents: Luminary AI extracts and dynamically analyzes data from existing legal documents, enhancing workplace efficiency by summarizing key insights, such as beneficiaries and trust provisions, into a single source of truth in minutes instead of hours.
• Quickly model and compare planning strategies: Advanced tools let you create multiple "what if" scenarios for existing estate plans, allowing you to quickly test the impact of growth rates and other assumptions to produce a dynamic road map for your clients.
• Engage clients with high-impact presentations: Capture clients' attention with simplified and graphical representations of their legacy plans. Luminary's Estate Waterfall illustrates how wealth will be transferred to beneficiaries and the tax impacts of those bequests, all white labeled to showcase your branding.
• Take back your time: With Luminary's Orion integration, there's no need to manually transfer data from one system to another. This streamlines necessary but rote work — and eliminates the risk of data entry errors.

Demonstrating your value

Innovation drives growth in the wealth management industry by enhancing efficiency and results across a range of operations. Luminary's new Orion integration makes it easier than ever to keep your clients informed of key changes that could impact the outcome of their wealth preservation and transfer plans while demonstrating the value you provide as their wealth manager.

Click here to register for our upcoming webinar — you'll hear from speakers from both Luminary and Orion how new technology is helping advisors like you build a complete tech stack to unlock efficiency and scale in Trust & Estate services. Plus, see a live demonstration of the platforms and the new integration.

Schedule your demo

Ready to see how this new integration can work for you? Reach out to our team to schedule a live, personalized demo.