Industry-leading educational videos and content provided in customized learning and certification tracks to satisfy each client’s specific needs.
Utilize advanced filtering tools to easily compare and contrast the various products and annuities available to ensure best suitability to client needs.
Design and price custom structures across all issuers from a user-friendly application. Easily view, track and export all bids in one location.
Receive account-specific notifications on maturities/calls/coupons, performance reports, original offering documents and more.
For nearly a decade, Luma has been utilized by broker/dealers and registered investment advisors to facilitate the offering of structured products and annuities from initial design through ongoing lifecycle support. Its open architecture leads to increased adoption and success for both firms and their advisors.
As the most comprehensive multi-issuer, multi-product and multi-wholesaler platform on the market, Luma’s unparalleled breadth helps advisors create and offer the structured products that best fit their clients’ needs.
ADVISOR CENTRIC DESIGN
Luma was designed from the advisor’s point of view, not the investment bank’s, thus providing the custom views, tools, information and automation to greatly simplify sales and on-going support.
Far beyond adjusting the look and feel to each client’s brand, Luma customizes the platform for each broker/dealer’s or RIA’s desired offerings, unique product approval, work flow, certification requirements and more.
PRODUCT LIFE CYCLE SUPPORT
Luma supports the entire sales process from education & certification to sales & marketing to comparison & purchase to post-sales support. This comprehensive coverage provides for stronger service delivery at every stage of customer need.
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