LIFECYCLE MANAGER

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.

Never miss a post-sales event again with Luma.

Luma’s automated notification system alerts advisors everytime they log into Luma.

MATURITY DATES

Luma’s innovative platform automatically alerts you to upcoming maturity dates and suggests re-investment opportunities.

CALL DATES

Product callability tracking streamlines the post-sales process freeing up time to focus on client relationships and helping them secure a stronger financial future.

COUPON PAYMENTS

Luma’s alerts provide an overview of all upcoming coupon payments from one screen.

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.

Interested in learning more about Lifecycle Manager?

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