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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 for client use Cincinnati, OH, August 31, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce...

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Leading US Structured Products Fintech Luma Expands into Europe with Swiss Office

January 12, 2021 – Luma Financial Technologies (“Luma”), the largest independent, multi-issuer structured products platform in the US, is launching...

How Luma’s Technology Drives Structured Product Innovations

Fintech is the convergence of finance and technology, where cutting-edge, innovative solutions are created. The impact of technology on the world of finance is undeniable. From making basic transactions to regulation and compliance management to automating entire workflows, technology is changing all aspects of finance. With that in mind, we built Luma to make...

Seven Ways Fintech Simplifies Structured Products

Structured products, by nature, are complex, but with the help of fintech platforms, identifying the right structured products and managing them for your...

In The News | Cincinnati startup gets backing from Bank of America Merrill Lynch, Morgan Stanley

See our story in the Cincinnati Business Courier, including a video of our President and CEO, Tim Bonacci, discussing the market opportunity for structured...

Navian Capital, Bank of America Merrill Lynch and Morgan Stanley Launch Open Architecture Online Platform for Structured Products and Annuities

Using state-of-the-art web-based technology, newly formed entity will offer independent platform for structured products and annuities [Cincinnati, Ohio, July...