Luma Insights:

Luma Teams with WallStreetDocs to Enhance Document Automation

Cincinnati/New York/London, September 3, 2020- Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have entered a strategic relationship with WallStreetDocs (“WSD”), a provider of document-centric automation solutions that streamline the creation of investor communications for structured product issuers. 

As the fintech platform of choice in the structured products and annuities market, our new relationship with WSD further solidifies our commitment to improving the process of implementing, creating and tracking these types of solutions,” said Tim Bonacci, Chief Executive Officer of Luma Financial Technologies. “WSD is a welcomed addition as we expand our footprint globally and continue to drive our goal of revolutionizing the category for advisors worldwide.”

Through this relationship, WSD will support and promote document automation integration for customers on Luma’s award-winning platform. There is also scope for Luma’s platform to be integrated with WSD’s financial, promotional and legal document generation software, DocAuto.

“The global advancement of open banking has meant that technology providers have the taxing mission to facilitate and automate services on behalf of their clients,” said Tiago Fernandes, Managing Director and Global Head of Sales at WSD. “As leaders in the document automation sector for the structured products industry, we look forward to working with Luma to bring them our enterprise-ready solutions.”

For more information on Luma Financial Technologies, please visit:

About Luma

Launched in 2011, Luma is one of the largest and longest-tenured structured product platforms in the U.S. market. Luma is used by broker/dealer firms, RIA offices and private banks to automate and optimize the full process cycle for offering and transacting in market-linked investments.  This includes advisor education and certification, creation and pricing of custom structures, order entry, and post-trade actions. Luma is a multi-issuer, multi-wholesaler and multi-product providing advisors with an extensive breadth of market-linked investments with more choices to best meet clients’ specific portfolio needs.

About WSD

WSD is a leading provider of technology solutions for the financial, private equity and legal industries.  WSD is a provider of as document-centric automation solutions and managed services for the financial services industries along with managing large-scale industry platforms and its clients comprise major global banks, private equity firms and law firms.  In operation for just over 10 years, the firm has a staff of approximately 80 people with offices in London (headquarters), New York and Hong Kong. In addition, WSD offers a 24-hour service center coverage in Brazil (NAM time zone), Serbia (EMEA time zone) and Indonesia (APAC time zone).