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Discover why advisors globally trust Luma to enhance their investment business.
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Create your Perfect Workflow with Luma’s Award-Winning Technology
Learn
Explore a wide array of marketing materials, essential training programs, and investment resources. Stay informed, compliant, and ahead of industry trends by mastering the latest investment strategies and alternatives to better serve your clients.
Invest
Easily access your firm-approved investment options and use cutting-edge tools to compare investments and seamlessly place orders. Utilize advanced analytics and insights to find the right opportunity for your clients.
Create / Configure
Effortlessly tailor investment strategies with our intuitive interface. Customize product features to meet your clients’ objectives and utilize on-demand analytics and pricing tools to optimize transactions.
Manage
Enhance your workflow and provide a transparent experience throughout all stages of the investment lifecycle. Access on-demand performance reporting, track product events, and leverage advanced portfolio analytics to empower you with the information and insights you need to invest in with confidence.
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.
