Platform

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...

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...

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....

Subscribe to Email Updates

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...

Luma Financial Technologies signs Finanzlab to platform

This story is available in both French and German. 30 June, 2021 – Luma Financial Technologies, an independent, multi-issuer structured products and...

Luma Featured in Retirement Income Journal: Annuity Sales and Annuity Maintenance Platform

As featured in Retirement Income Journal, the Luma platform has expanded its services to include annuity offerings and distribution, allowing financial professionals the ability to efficiently and effectively transact in the marketplace. Luma’s full-service annuity sales and annuity maintenance platform provides end-to-end service, streamlining the entire sales process from one centralized...

Could Structured Products Become The New Exchange Traded Fund (ETF)?

David Wood is the Managing Director of Luma Financial Technologies International Business and was recently featured in Wealth Briefing. We’ve included parts of the article below, but for the full story, please click here. What parallels are there between exchange traded funds (ETFs) – particularly those which adopt more specialist garbs – and structured...