LIFECYCLE MANAGER

Product management made easy.

From an automated calendar and email notifications to enhanced visual charts, Lifecycle Manager is designed from the advisor’s point of view to easily assess, track, and manage your transactions all from one centralized location.

Never miss a post-sales event with Luma.

Luma’s automated notification system alerts advisors everytime they log into Luma with key events to help advisors easily assess and manage their products.

CALENDAR OF EVENTS

Luma’s innovative platform automatically alerts you to upcoming post-trade and policy events and suggests re-investment opportunities.

CUSTOMIZABLE PRODUCT DATA TABLE

Lifecycle Manager features a customizable product grid which
organizes and displays all of your products.

ACCESS CUSIP/ISIN SUMMARIES AND REPORTS

Access unique CUSIP/ISIN page which displays historical, exposure, and key-performance data. Download reports and term sheets, available anytime anywhere.

Portfolio Exposure Analysis

Lifecycle Manager features unique visual charts to assess your structured product portfolio’s total exposure to different markets. You can select multiple options such as issuer, product type, asset type, and more.

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?

Schedule a Demo

Client Login


New user? Register Now.