Welcome, Name!

Thank you for using Luma as your structured product platform.

Did you know that Investment Firm Name broker dealers have transacted a total of $XX in structured products? Of those products, $XX was in Market-Linked CDs and $XX was in Market-Linked Notes. 

Luma-Fintech-Transforming-Structured-Product-Marketplace

Introducing your NEW Lifecycle Manager for Structured Products

In September, we launched a completely redesigned Lifecycle Manager that makes it easier for you to monitor and track the products and stay current with upcoming events. Featuring three customizable apps, you now have the ability to drill down and see the information that matters most to you. 

Three New Time-Saving Apps Designed for Infinex

1

The Widget

The Widget is your consolidated data view of products that are attached to your profile. You can see 5 different data sets: Asset Class, Issuer, Product Type, Return Type, and Structure Type. There are also 5 different visualizations – 2 column charts and 3 pie charts – that present data in terms of percentage exposure. 

2

The Calendar

The calendar features a monthly view of your products in high-level summary that can be customized to show product details such as pricing date, coupon payments, maturity dates, and more.  You can select to see a custom date range or the entire month in a single view.

3

The Product Data Table

The Product Data Table is comprised of two parts: the external filters in blue that allow you to filter by product type and return type, and the table itself that houses more product data. In The Product Data Table, you can control the data ranging from properties such as CUSIP, Asset Type, Issuer, Product Type, Underlier, Structure, Maturity, Retunr, Quantity, and more.

Never Miss a Post-Sales Event

AUTOMATED EMAILS

AUTOMATED EVENT NOTIFICATIONS

With the Internet spreading linke wildfire and reaching every part of our daily life, more and more traffic is directed to websites in search for information.

1

MATURITY DATES

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2

CALL DATES

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3

COUPON PAYMENTS

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Here’s what’s on the horizon

Over the next couple of months Luma will be releasing additional updates to make it even easier to monitor and track the products in your portfolio and stay current with upcoming events.

A taste of what’s to come:
A new widget to 
Outlook and iCal integration
More interface enhancements

Are you ready for
an easier 
experience with market-linked products?

Click the link below and we will send our informational guide directly to your inbox.

SEND ME THE GUIDE

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