AUTOMATED POST-SALES REPORTING
Accessing the performance of structured products and annuities is usually more complicated and time-consuming than other types of investments. Luma’s lifecycle tools and support system for post sales makes it easy to obtain performance reports. Furthermore, it also provides alerts to upcoming post-sales events such as maturities, call dates, and coupon payments.
An Easier Way to Monitor Trades
Lifecycle Manager brings together all product information necessary to monitor each trade: documents, event results, event projections, similar products, education, hypothetical return charts, principal position data, and a product calendar to show what is coming up. This detailed data is then presented in a lifecycle grid screen that combines all live deals into an easy-to-read view of an advisor’s entire product portfolio.