Introducing the Product Creation Tool by Luma Financial Technologies

THREE SIMPLE STEPS

Custom structures. From leading issuers. Through one single interface.

1

Product Selection

Select the product underlying information including the wrapper and product type.

2

Deal Terms

Fill in the product variables while considering the summary.

3

Confirm & Submit

Finish the request with additional information including the date, upfront fees, and issuer selction.

PRODUCT CREATION TOOL

Pricing Transparency. Efficiency. Customization.

A better way to build.

Pricing Transparency.
Easily see product pricing structures with a side-by-side review of all quotes.

Access to over a dozen leading issuers for competitive bidding.

Efficiency. 
One platform to manage all requests and communication between clients and issuers.

Easily create a monthly issues list that can be uploaded and automatically sent out to issuers for review.

Customization. 

Role-based access and entitlements ensure specific processes and reviews remain intact.
    

Luma’s file management system directly integrates into compliance and document workflows. 

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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.

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A better way to build custom products starts here.

Complete this form to receive our Product Creation Tool documentation.

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