MARKETPLACE

MARKETPLACE

A better way to manage orders.

With Luma, you’ll have access to our advanced Structured Product & Annuity Comparison Tools (over 100 carriers), providing a comprehensive user experience to help advisors easily compare and contrast the various products available to better ensure suitability of client needs. Luma’s advanced Order Entry System provides a simplified, user-friendly alternative for structured product trade entry. Nearly all fields on our custom order-entry system are pre-populated, leaving only two simple entries. Client-placement trades are completely automated through Luma’s integration into custodian trade-entry systems. This saves time and reduces your chance for error. Easily view, track, and export all orders in one location. Trade information is sortable by any input field, streamlining volume tracking and reconciliation. Luma’s service performs product research and due diligence allowing banks and broker dealers to quickly compare and analyze all structures in the broad marketplace. This research helps ensure suitability of products for a given program’s client base.

Key Features:

PRODUCT COMPARISON TOOL

Compare and contrast various products available to better ensure suitability of client needs.

ROBUST ORDER-ENTRY SYSTEM

Easily view, track, and export all orders in one location.

AUTOMATED REPORTS

Compare product performance and access Luma’s product suggestions for reinvestment options.

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