FAQ: What data does Luminary pull in from 3rd party integration tools?

Luminary supports integrations with multiple 3rd party portfolio reporting and financial planning softwares, each providing their own unique set of data. See below for what data gets pulled in, sorted by integration.

eMoney:

• Household name

• Account name or entity name

• Asset category

• Asset valuation

• Entity ownership %

• Growth rates (coming soon!)

• Life insurance (coming soon!)

• Liabilities (coming soon!)

Addepar:

• Household name

• Account name or entity name

• Asset category

• Asset valuation

• Entity ownership %

Black Diamond & Orion

• Household name

• Account and/or entity name

• Asset category

• Asset valuation