Luma Platform

Innovating How Market-Linked Investments Are Transacted

Luma is an independent, multi-issuer platform that provides banks and broker dealers with a fully-customizable, order entry system. Registered users can login to access a wide-array of content designed and tailored specifically for your firm. Our education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, our post-sales support provides lifecycle support to ensure that advisors and clients are maximizing their purchases.

Automated tracking and performance reports

Track all trades, performance reports, and term sheets from one screen, accessible anywhere at anytime.  Automate your post-sales events via notifications that can be sent directly to an inbox or calendar.

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Create your own custom structures

Easily create and manage custom structures from leading issuers all through one single interface.  Use Luma’s analytics to determine the value of the deal at every step

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Fully customize the entire process of placing orders

Luma’s fully-customizable order-entry system provides a simplified, user-friendly alternative for structured product trade entry.

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Interactive education and sales tools for your firm

Luma’s Learning Center provides education and selling resources to empower advisors to more efficiently manage and transact structured products.

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EXPLORE THE PLATFORM

Learn how Luma can help you simplify structured products and elevate your services as your client’s trusted financial advisor.

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