Luma’s New Software Compares Products in Annuity Swaps
Luma Financial Technologies has rolled out new software that helps advisors identify a product best suited to replace a customer’s existing annuity. The new feature, an addition to its Luma Compare software platform, enables advisors to analyze and contrast features, fees and values of a recommended annuity with the prospective buyer’s active policy. The software…
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Luma’s New Software Compares Products in Annuity Swaps
Posted on Jan 05, 2022
Luma Financial Technologies Introduces Unique Replacement Analysis for Annuity Products via New “Luma Compare” Feature
Posted on Dec 08, 2021
Luma Financial Technologies adds Marex Financial Products to platform
Posted on Dec 07, 2021
Luma Financial Technologies Introduces Unique Replacement Analysis for Annuity Products via New “Luma Compare” Feature
Luma’s cutting-edge platform sets the bar as the most comprehensive annuity replacement comparison tool in market for financial advisors around the world Cincinnati, OH, December 8, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce annuity replacement analysis...
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Luma Financial Technologies adds Marex Financial Products to platform
7 December 2021 – Luma Financial Technologies, the independent, multi-issuer structured products and annuities platform, has today announced that...
Annuity Comparison Webinar Series: CANNEX, Michelle Richter, and Luma Financial Technologies
Luma Financial Technologies has partnered with Tamiko Toland from CANNEX and Michelle Richter from Fiduciary Insurance Services to discuss how annuity comparison technology is impacting the industry. In this webinar series, the team discusses industry topics ranging from rollovers, RegBI, registered investment advisors, and more. How Comparison Technology Helps Solve Industry Challenges How...
Unlock New Value with Alternative Investment Management Software
As a financial advisor, day-to-day decision making on behalf of your clients can be a daunting task as the investment industry is as competitive as ever....
Luma Financial Technologies Appoints Arun Kumar as Chief Technology Officer
Industry veteran with two decades of experience developing high performance real-time systems and trading platforms to lead Luma’s worldwide engineering teams Cincinnati, OH, November 16, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce that Arun Kumar has joined...
Luma Financial Technologies introduces white labelling service for European clients
October, 11 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective multi-issuer structured products and annuities...
Luma Financial Technologies Enhances Platform with ‘Luma Compare’
Luma’s completely objective platform is increasing transparency across products with an advanced tool to compare a diverse range of annuity and structured products for client use. Cincinnati, OH, October 5, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce...
Luma Financial Technologies Enhances Market-Leading Platform with API Pricing Feature
Luma’s latest development allows for a more rapid and thorough price discovery of customized structured products Cincinnati, OH, September 28, 2021 – Luma...
Suitability Made Simple: Luma’s Annuity Compliance Software
Advisors and regulatory leaders want to do what is in the best interest of their clients to help them meet or exceed their financial goals and expectations. While best interest concerns have impacted the entire industry, the annuity category has experienced additional challenges due to the increasing diversity and quantity of these types of...
Luma Financial Technologies Introduces Latest Annuity Feature: Luma Compare
Luma’s completely objective platform now offers advisors an advanced tool to provide instant price discovery and test of a diverse range of annuity products...
Creation Hub: YOUR Competitive Advantage
Recently, our CEO, Tim Bonacci, discussed how record-breaking athletes on the global stage have embraced technology and innovation to scale their performance. There is no question that technology and innovation have become central aspects of driving athletes in their training and preparation, ultimately leading to their success. By embracing technology, athletes are proving to...