Luma Financial Technologies Teams Up with Morningstar to Bring Structured Product Data and Analytics to Morningstar Advisor Workstation Subscribers
Cincinnati, OH, March 3, 2022 — Luma Financial Technologies (“Luma”), the world’s top independent multi-issuer structured products and annuities platform, announced they have signed an agreement with Morningstar, Inc., launching structured products data and analytics within Morningstar Advisor WorkstationSM today. “We’re delighted to offer Morningstar Advisor Workstation subscribers the most complete structured product data and…
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Luma Financial Technologies Confirms Funding from TD Bank Group and CIBC to Streamline Access to Structured Product Marketplace
Posted on May 11, 2022
Market-Linked Investments: Luma’s Mission to Education and Transparency
Posted on Mar 17, 2022
Luma Financial Technologies Teams Up with Morningstar to Bring Structured Product Data and Analytics to Morningstar Advisor Workstation Subscribers
Posted on Mar 03, 2022
Luma Financial Technologies Confirms Funding from TD Bank Group and CIBC to Streamline Access to Structured Product Marketplace
Entrance into Canadian Market Is Latest Expansion Move for Global Fintech Revolutionizing Alternative Investment Universe CINCINNATI, OH, May 11, 2022 – Luma Financial Technologies (“Luma”), an independent and objective, multi-issuer structured products and annuities platform, today announced its funding deals with the wholesale banking division of The Toronto-Dominion Bank and CIBC....
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Market-Linked Investments: Luma’s Mission to Education and Transparency
Market-linked investments advisors elevate their services by providing additional risk-managed solutions to their clients. While the industry is increasingly embracing these financial vehicles, some advisors still shy away from maximizing their product offerings due to the lack of available resources. Luma’s mission is to illuminate market-linked...
Now Announcing: Luma Illuminations
Luma is proud to publish the first edition of Illuminations, a newsletter designed to keep financial advisors informed on the latest industry insights and...
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...
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...
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...