With Luma’s Lifecycle Manager, you have access to a centralized portfolio management tool that offers innovative features designed to aid in assessing investment opportunities, tracking product events, visualizing product performance, and managing transactions. Lifecycle Manager empowers you to make more informed investment decisions leading to better client outcomes.
Monitor Portfolio Performance & Activity with a Few Simple Clicks
Leverage our dynamic data and interactive display to analyze the details of each product so you can make smarter investment decisions on post-trade and prospective transactions.SCHEDULE A DEMO
Optimize Your Workflow through Intuitive Navigation
With our innovative technology, you can create an even more personalized experience, with customizable filters that allow you to tailor your dashboard for easy navigation between accounts.SCHEDULE A DEMO
Detailed Investment & Portfolio Analytics
Instantly generate up-to-date performance reports with the single click of a button. Our state-of-the-art data analytics can help make sure you never miss out on a post-sale opportunity.