Watch the on-demand webinar

The tax idea is the new stock idea, but advisors don’t have the tools to deliver them... until now.  Discover how new technology is helping advisors unlock efficiency and scale in Trust & Estate services. Register to access the on-demand webinar. 

Learn about:

• The challenges advisors are facing and how Luminary helps solve them 
• How Black Diamond supports advisor services
• How the Luminary x Black Diamond integration provides new efficiencies
• Live demonstrations of both platforms and the integration