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Stephen Bodurtha Joins Luma Financial Technologies’ Board of Directors
CINCINNATI, OH, 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.
Luma is an independent, multi-issuer, online platform that provides broker/dealers, RIAs and banks with a feature-rich marketplace for structured products and annuities. Luma is customizable to clients’ specific business needs and includes advanced capabilities in product creation, order entry and lifecycle support. Luma also ensures advisors have access to comprehensive educational content as well as marketing and sales tools.
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Automated Post-Sales Performance Reports Make Life Easier
Pulling up performance data for structured products is usually more time-intensive than other types of investments due to their complex nature. Manually managing this process can be time-consuming. There is a clear need for a better way to do this.