DESIGNED BY ADVISORS
FOR ADVISORS

A Better Way to Manage Market-Linked Investments

Luma is an independent, multi-issuer platform that provides financial advisors with a fully-customizable, order entry system. Advisors can easily create their own custom structure with our Product Creation Tool. Moreover, the Lifecycle Manager provides post-sales support to ensure that advisors and clients are maximizing their purchases. Advisors can login to access a wide-array of content designed and tailored specifically for your business.

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Luma Streamlines
Market-Linked Investments Transactions

Luma lowers the minimum investments by simplifying the order-entry process and automates many processes from placing orders to custom pricing.

Explore and Compare

Explore new opportunities with Luma’s Product Marketplace. The Marketplace integrates directly into an investment firm’s order-entry workflow, expediting processes and offering a view into comparable products and selections.

Create and Automate

Easily create your custom structure or order your own product from our monthly lists. Either way, the entire creation and purchase process has been streamlined making these transactions much more efficient for advisors and investment firms.

Manage and Report

Luma’s Lifecycle Manager provides an overview of advisors’ books of business. Product notifications are sent via email, so advisors never have to worry about missing a post-sale event such as coupon payments, maturity dates, or callability.

The Top Solution for Advisors

The Luma Platform was designed around four core modules. Each core module has contains key functionality to simplify transacting in market-linked investments,

CREATION HUB

Build your own custom products.

LIFECYCLE MANAGER

Automated post-sales performance reports.

PRODUCT MARKETPLACE

Easily compare and purchase products.

LEARNING CENTER

Learning materials for advisors and clients.

Are you ready to streamline your market-linked transactions?

Click the link below and we will send you our informational guide directly to your inbox.

Yes, I’m ready!

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