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.