Announcements

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.

 

Luma Launches Product Creation Tool to Automate Custom Structure Pricing

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!

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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