Empower Your Investment Research with Product Marketplace
Elevate your investment experience with Luma’s robust marketplace and customizable order entry system, engineered for efficiency, speed, and compliance.
Gain Access to a Curated Selection of Investment Opportunities
Product Marketplace presents an approved set of investment strategies to financial professionals, providing the ability to efficiently search, compare, and trade.
Luma’s Marketplace has been designed to address the needs of institutions and advisors – all with the goal of improving accuracy, timeliness, simplicity and suitability across all transactions.
Product Marketplace Features
Robust Product Shelf
Through Luma, financial professionals can easily select and place orders within minutes.
Product Documentation
Access comprehensive product details for every product in the marketplace within a few simple clicks.
Control and Customization
Your fully-customizable system can be setup to meet your unique needs with a rules-based suitability/compliance engine, bulk management functionality, and an admin center to take full control over your product offerings.
Spotlight Solutions with Luma Compare
Luma Compare streamlines product discovery, illuminating the best solutions for various client needs. By empowering advisors to instantly select, compare and test different product sets, this simplified process increases objectivity and transparency in the market.
Annuity Configuration
The Annuity Product Configuration feature allows advisors to tailor product features and options to ensure the product best meets the needs of their clients.
Once features and options are selected, the advisor can use Luma’s predictive analytics to better understand how a product may perform for their client.
Enhanced Compliance Support Functionality
To support compliance, Luma’s Marketplace can be configured to only show firm-approved products. In addition, Product Marketplace seamlessly integrates with Learning Center to satisfy compliance mandates through training-linked access.
This streamlined integration incorporates firm-level product approval and advisor-level product certification, showcasing Luma’s commitment to ensuring suitability through tech-driven processes.
