The Award-Winning Luma Platform

Discover the superior technology that has earned Luma global recognition, making it the trusted platform for financial professionals to more easily manage and transact structured products and annuities.

Expand your product offerings and be more efficient with Luma’s financial platform.

Access the widest selection of market-linked investments

Buy and manage structured products and annuities in minutes, not days

Fully customize the platform to your firm’s requirements and workflows

Mitigate risk through built-in compliance checks

Track all performance from one place

Eliminate manual, spreadsheet-based processes

Objective and buy-side focused: designed by advisors, for advisors

If structured products and annuities were easier to manage, how much could you grow your business?

Product complexities, regulations, and time-consuming manual processes often hinder advisors from taking advantage of structured products and annuities. Luma simplifies the entire process. It’s fully customizable, connects you to more issuers and carriers than any other platform, and empowers you to expand the products you offer clients. For nearly a decade, broker dealers and registered investment advisors have used Luma to increase revenue and expand their offerings.


Learning Center

Learn how to leverage structured products and annuities and present them to clients

Meet compliance requirements by gating product access based on training completion

Create custom training requirements for your firm’s advisors

Learning Center Screenshot
Structured Products Screenshot

Product Marketplace

Customizable order entry system, built for efficiency, speed, and compliance

Monitor, approve, and place orders in minutes, not days

Easily find structured products and annuities that meet your clients’ financial objectives


Creation Hub

Create custom deals and take ownership of the entire price discovery process

Assess the best opportunities for your clients

Use our analytics to determine the value of the deal at every step

Creation Hub Screenshot
Lifecycle Manager Screenshot

Lifecycle Manager

Track all trades and policies from one screen, accessible anywhere at anytime

Automated notifications so you never miss a product lifecycle event or opportunity

Quickly download term sheets and performance reports


Fast-track your ability to expand your structured product and annuity offerings


Get a personalized walk-through

We’ll discuss your goals and how the system can solve your challenges


Customize Luma for your firm

Modify the system to integrate into your workflows, risk tolerance, and compliance requirements


Expand your book of business

Efficient order-entry, customize product solutions, and track post-sale performance in one place

Imagine simplifying structured products and annuities. 

How much more could you elevate your services?