TRAINING

Industry-leading educational videos and content provided in customized learning and certification tracks to satisfy each client’s specific needs.

COMPARISON TOOLS

Utilize advanced filtering tools to easily compare and contrast the various products and annuities available to ensure best suitability to client needs. 

CUSTOM PRICING

Design and price custom structures across all issuers from a user-friendly application. Easily view, track and export all bids in one location.

POST-SALES SUPPORT

Receive account-specific notifications on maturities/calls/coupons, performance reports, original offering documents and more.

Latest News

In The News | Cincinnati startup gets backing from Bank of America Merrill Lynch, Morgan Stanley

See our story in the Cincinnati Business Courier, including a video of our President and CEO, Tim Bonacci, discussing the market opportunity for structured products and the Luma application.

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In The News | Simon, Meet Luma: Banks Battle for Share in Structured Notes

Direct Article Link: https://www.wsj.com/articles/simon-meet-luma-banks-battle-for-share-in-structured-notes-1533047353 By Liz Hoffman Goldman Sachs Group Inc. has Simon, an online platform that sells complex investment products to mom-and-pop investors. Bank of America Corp. and Morgan Stanley[…]

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Navian Capital, Bank of America Merrill Lynch and Morgan Stanley Launch Open Architecture Online Platform for Structured Products and Annuities

Using state-of-the-art web-based technology, newly formed entity will offer independent platform for structured products and annuities [Cincinnati, Ohio, July 31, 2018] Luma Financial Technologies, a new venture formed by co-investors[…]

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Why Luma?

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.

INDEPENDENT

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.

FULLY CUSTOMIZABLE

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.

Contact Us

To learn more about our solution or to request a demo, simply let us know how to get in touch.
We’d love to hear from you!

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