The Award-Winning Luma Platform
Discover the superior technology that has earned Luma global recognition, making it the trusted platform for financial professionals to more easily manage and transact structured products and annuities.
New! Structured Product Information Hub
Explore solutions and resources with structured notes and market-linked CDs by starting with what you know!
Access the Structured Product Information HubExpand your product offerings and be more efficient with Luma’s financial platform.
Access the widest selection of market-linked investments
Buy and manage structured products and annuities in minutes, not days
Fully customize the platform to your firm’s requirements and workflows
Mitigate risk through built-in compliance checks
Track all performance from one place
Eliminate manual, spreadsheet-based processes
Objective and buy-side focused: designed by advisors, for advisors
If structured products and annuities were easier to manage, how much could you grow your business?
Product complexities, regulations, and time-consuming manual processes often hinder advisors from taking advantage of structured products and annuities. Luma simplifies the entire process. It’s fully customizable, connects you to more issuers and carriers than any other platform, and empowers you to expand the products you offer clients. For nearly a decade, broker dealers and registered investment advisors have used Luma to increase revenue and expand their offerings.
EXPLORE THE PLATFORM
Learning Center
Learn how to leverage structured products and annuities and present them to clients
Meet compliance requirements by gating product access based on training completion
Create custom training requirements for your firm’s advisors
LEARN MORE
Product Marketplace
Customizable order entry system, built for efficiency, speed, and compliance
Monitor, approve, and place orders in minutes, not days
Easily find structured products and annuities that meet your clients’ financial objectives
LEARN MORECreation Hub
Create custom deals and take ownership of the entire price discovery process
Assess the best opportunities for your clients
Use our analytics to determine the value of the deal at every step
LEARN MORE
Lifecycle Manager
Track all trades and policies from one screen, accessible anywhere at anytime
Automated notifications so you never miss a product lifecycle event or opportunity
Quickly download term sheets and performance reports
LEARN MOREFast-track your ability to expand your structured product and annuity offerings
1
Get a personalized walk-through
We’ll discuss your goals and how the system can solve your challenges
2
Customize Luma for your firm
Modify the system to integrate into your workflows, risk tolerance, and compliance requirements
3
Expand your book of business
Efficient order-entry, customize product solutions, and track post-sale performance in one place
Client Testimonials
While annuities aren’t new to the US market, making sure each client is matched with the best product to meet their unique goals requires a lot of research. With Luma Compare, We’re able to instantly compare projected growth and income on three products at once. This saves a lot of time and give us more opportunities to elevate the services we provide to our clients.
Jim N.
Luma’s innovative platform provides an invaluable solution that lets me quickly create, assess, and manage custom deals for my clients’ portfolio solutions.
Ben B.
As my clients’ trusted advisor, it’s my responsibility to make sure I’m not only doing what’s in their best interest, but exploring product solutions to drive the optimal outcomes that my clients have come to expect. Luma makes it easy to manage my alt business by creating and submitting custom deals directly to the issuers I want to do business with.
Mike M.