Integrations
Connect Luminary to Addepar, Orion, or Black Diamond
Articles
- Troubleshooting integrations
- Firm set up for admins: Black Diamond
- FAQ: What data does Luminary pull in from 3rd party integration tools?
- Firm set up for admins: Addepar
- Firm set up for admins: Orion
- Firm set up for admins: eMoney
- Set up: Connect your individual user
- Addepar: Bulk import clients and entities
- Linking clients and holdings to Luminary