Announcements

Stephen Bodurtha Joins Luma Financial Technologies’ Board of Directors

Apr 16, 2019

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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Structured Views Topics

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Luma Launches Product Creation Tool to Automate Custom Structure Pricing

Jan 29, 2019
Luma has launched its Product Creation Tool that automates the bidding and pricing process for customer structures.  Read the full press release below: [Cincinnati, OH, January 30, 2019] Luma Financial Technologies announces the release of its Product Creation Tool, a new feature to its award-winning platform for structured products and annuities. With the Product Creation Tool, product managers, trade desk managers and advisors can more efficiently obtain custom pricing from leading issuers, save time and reduce manual errors when building…

Welcome to Structured Views!

Oct 10, 2018
Welcome to the official blog of Luma Financial Technologies We provide an independent, multi-issuer platform that makes it easier for financial advisors to source, configure, compare and price structured products and annuities. While we are a standalone company with an independent platform, we were created out of Navian Capital, a long-time distributor and wholesaler of market-linked…

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Use of these websites is intended for financial professionals and generally not for use with the public. The information is not intended as, nor should it be construed as, legal, tax, or investment advice. Luma Financial Technologies does not offer investment products to individual investors. With respect to any investment product, investors should carefully review the relevant offering material, including the section(s) regarding risks, and consult with a qualified financial advisor prior to investing. Users of this website agree that the information contained herein will not be the primary basis of any investment decisions and that this website does not contain an exhaustive list of all risks related to the financial products discussed herein. Additional information regarding market-linked CDs and associated risks can be found at www.FINRA.org and https://www.sec.gov/answers/equitylinkedcds.htm.

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