DESIGNED BY ADVISORS FOR ADVISORS
An Easier Way to Incorporate Market-Linked Investments in Your Portfolios
Market-linked investments provide a complementary element to enhance risk-reward tradeoffs in any portfolio. Through Luma, they are easy to create, easy to purchase and easy to support. Find out more about how Luma can help you utilize market-linked investments effectively for your book of business.
Like many other alternative asset classes, market-linked investments have
unique operational & lifecycle features.
Luma automates product creation and simplifies the full life-cycle of the product from
order-entry to performance and event tracking.
Create Your Own Custom Structures
Choose from leading issuers to create the perfect investment opportunity.
The Product Creation Tool allows advisors to easily construct and customize their own market-linked investment. The process for initiating custom structures is now more efficient, requiring only three steps and removing the need for numerous spreadsheets, emails and phone calls. Easily auction pricing requests across 13 issuers to ensure best practices.
Select The Product Type
Select the product underlying information including the wrapper and product type.
Choose the Deal Terms
Fill in the product variables while considering the summary.
Confirm and Submit
Finish with operational information including: trade date, upfront fees (if applicable), and issuers to auction
Luma’s innovative platform automatically alerts you to upcoming maturity dates and suggests re-investment opportunities.
Product callability tracking streamlines lifecycle management freeing up time to focus on client relationships and helping them secure a stronger financial future.
Luma’s alerts provide an overview of all upcoming coupon payments from one screen.