THREE SIMPLE STEPS
Custom structures. From leading issuers. Through one single interface.
PRODUCT CREATION TOOL
Pricing Transparency. Efficiency. Customization.
A better way to build.
The Product Creation Tool is a new addition to the Luma platform that allows investment firms to easily construct and customize their own structured products. The process for initiating custom structures is now more efficient, requiring only three steps and removing the need for numerous spreadsheets, emails and phone calls.
Once created, requests are sent to over a dozen leading issuers for review and bidding. Because issuers also utilize Luma to confirm product and provide pricing, the entire process of tracking responses, selecting an issuer and finalizing documentation is automated.
Compliance and control are also top priorities. The use of role-based access and entitlements allows clients to determine which products, issuers and/or underliers are viewable. Workflows can be configured to match clients’ internal requirements. At every step, Luma keeps an archive of audit logs, reports and notifications that can be exported with the click of a button. Finally, Luma’s file management system can interface directly into compliance and document workflows to simplify the delivery and presentation of critical documents.
Use of these websites is intended for financial professionals and generally not for use with the public. The information is not intended as, nor should it be construed as, legal, tax, or investment advice. Luma Financial Technologies does not offer investment products to individual investors. With respect to any investment product, investors should carefully review the relevant offering material, including the section(s) regarding risks, and consult with a qualified financial advisor prior to investing. Users of this website agree that the information contained herein will not be the primary basis of any investment decisions and that this website does not contain an exhaustive list of all risks related to the financial products discussed herein. Additional information regarding market-linked CDs and associated risks can be found at www.FINRA.org and https://www.sec.gov/answers/equitylinkedcds.htm.
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