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Discover why advisors globally trust Luma to enhance their investment business.
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The One-Stop-Shop for Financial Professionals Worldwide
Investment Opportunities
Luma’s robust Marketplace has been designed to address the needs of institutions and advisors – all with the goal of improving accuracy, efficiency, simplicity and suitability across all transactions. Search, compare, and execute on investment strategies through an intuitive interface.
Product Creation & Configuration
Effortlessly customize investment strategies and product features using Luma’s intuitive tools, complete with on-demand analytics and pricing tools. Tailor product features, communicate directly with financial institutions, and utilize predictive analytics to optimize performance for clients.
Portfolio Management
Luma’s cutting-edge technology offers advanced portfolio analytics, on-demand performance reporting, and seamless navigation through configurable dashboards. Stay updated on portfolio events with automated notifications and use advanced filters to easily search through your entire book of business.
Compliance Assurance
Luma optimizes compliance controls by granting advisors access to approved product sets only upon completion of their requisite training. Our comprehensive compliance system, featuring role-specific access, flexible workflows, and detailed audit trails, embodies a unified approach that maintains high standards of regulatory compliance and bolsters operational efficiency.
Educational Tools
Luma’s Learning Center offers a fully customizable experience, empowering users to tailor content and curriculums to meet their unique needs. Explore comprehensive training programs, marketing materials and investment resources, all designed to keep you informed of the latest industry trends and ensure compliance requirements are met.
Meet Luma: Your
Comprehensive Alts Platform
Luma is the trustworthy partner for bank leaders and advisors by providing the most transparent, objective, and easy-to-manage tools so they can help guide their clients towards a better financial future.
