Industry-leading educational videos and content provided in customized learning and certification tracks to satisfy each client’s specific needs.
Design and price custom structures across all issuers from a user-friendly application. Easily view, track and export all bids in one location.
Utilize advanced filtering tools to easily compare and contrast the various products and annuities available to ensure best suitability to client needs.
Receive account-specific notifications on maturities/calls/coupons, performance reports, original offering documents and more.
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 LIFECYCLE 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.
Welcome, Stephen Bodurtha!
April 16, 2019 – Luma Financial Technologies announced today that Stephen Bodurtha, an investment product pioneer and co-inventor of the Select Sector SPDRs ETFs, has joined the firm’s Board of Directors. Full story in the link below.Full Story
Structured Views is a resource for investment management professionals to learn how to better incorporate structured products and annuities into their services and offerings.
Luma leads the way in innovation and platform independence. We have been awarded the Technology Innovation award from the Bank Insurance & Securities Association for five consecutive years as well as the Multi-Issuer Online Distribution Platform award from mtn-i.
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