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

Through Luma, financial professionals can easily select and place orders within minutes.

Access comprehensive product details for every product in the marketplace within a few simple clicks.

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.



Alternative Investment Solutions Platform