LIFECYCLE MANAGER

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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.

Events and Products

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.

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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.

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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.

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Schedule a demo to elevate and scale your alternative investment business.

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