Luma's Integration Partners
Designed for financial professionals, Luma connects firms and streamlines the investment lifecycle in one intuitive, comprehensive solution.
Data Integration Partners
Portfolio Management Systems: Addepar | Orion Portfolio Solutions
Custodians: Altruist | BNY Pershing | Charles Schwab | Raymond James | StoneX | Wells Fargo Clearing Services, LLC
By integrating with leading platforms, Luma ensures seamless access to accurate, real-time data from trusted providers, enabling financial professionals to make well-informed decisions with confidence.
Institutional Partners
Issuers | Carriers
By connecting to a vast network of banks, carriers, fund administrators, and market data sources, Luma ensures innovative solutions and a provides access to a wide-ranging view of investments.
Service Partners
CANNEX | DTCC | SURANCEBAY | ENSIGHT | INDEX STANDARD
Partnering with trusted service providers, Luma delivers a seamless experience that supports every step of the investment lifecycle, empowering you to scale operations, reduce inefficiencies, and create meaningful client impact.
Discover the Benefits of our Network
Luma is the central hub for financial professionals, seamlessly integrating with leading firms to deliver a comprehensive suite of capabilities across the entire product lifecycle.
By streamlining access and enhancing functionality, Luma empowers buy-side professionals to efficiently research, create, manage, and optimize investment strategies, while enabling sell-side firms to effectively showcase their offerings, customize solutions, and drive client engagement—all within one robust, intuitive solution.
Increase Efficiency
Automate complex processes to save time.
Improve Outcomes
Leverage data-driven insights to optimize strategies.
Elevate Value
Strengthen your competitive edge with innovative, intuitive tools.
Explore Luma Today
Discover the ways Luma simplifies workflows and enhances efficiency for financial professionals.
