Monitor and Analyze Portfolio Performance with Lifecycle Manager
Unlock innovative features designed to aid in assessing investment opportunities, tracking product events, and managing transactions post-trade. Lifecycle Manager empowers you to make more informed investment decisions leading to better client outcomes.
Technology-Driven Portfolio Management
Leverage our on-demand analytics and interactive display to stay informed on product performance and key events, empowering you to make timely, data-driven decisions.
State-of-the-art data analytics help make sure you never miss out on a post-sale opportunity for your clients.
Calendar and email integration available to ensure you are up to date on product activity.
Tailor the dashboard to make your workflow more efficient with easier navigation between accounts.
Lifecycle Manager Features
Portfolio Exposure Analysis
Unique visual charts can be used to assess your portfolio’s total exposure to different markets. Easily sort by issuer, product type, asset class, and other key variables.
Performance Reporting
All products on the Luma platform contain a dedicated page with key data and metrics detailing performance over specified timeframes. Data can be easily filtered into interactive charts to give insights into portfolio activity—and advanced reports can be generated and downloaded instantly.
Intuitive Navigation & Scalability
Create an even more personalized experience with customizable filters that allow you to tailor your dashboard for easy navigation between accounts. Built with scale and efficiency in mind, you can do more in less time.
On-Demand Investment and Portfolio Data
Access real-time performance metrics, policy-level insights, and robust analytics across your entire portfolio—all from one centralized solution.
Optimize Your Workflow Through Intuitive Navigation
Luma’s cutting-edge technology empowers financial professionals with an exceptionally personalized experience. Advanced filtering and configurable dashboards ensure seamless navigation across all accounts.
Looking for a Standalone Lifecycle Solution?
Lifecycle Manager delivers what today’s advisors need most: time, visibility, and control.
It can be launched as a standalone solution to instantly modernize how annuity and life insurance policies are serviced, perfect for firms seeking to modernize post-sale operations without overhauling their current infrastructure.
And when you’re ready to do more, Lifecycle Manager connects seamlessly to the full Luma ecosystem—unlocking a unified experience across education, quoting, ordering, and servicing. Whether you start with Lifecycle Manager or adopt Luma end-to-end, the goal is the same: drive better client outcomes through smarter workflows.
Nederlands
English
Français
Deutsch
Italiano
Português
Español
Svenska