Luma is breaking new ground as the first to bring life insurance to our end-to-end platform, uniting it with annuities in a single, seamless experience. This comprehensive solution provides advisors with the tools for every stage of the sales journey, including education, product quotes, electronic order entry, and lifecycle management. By integrating life insurance and annuities together, this expansion represents a new standard in advisor-client service, reinforcing transparency, efficiency and Luma’s role as a global leader in alternative investments and insurance solutions. Learn more: https://lnkd.in/gCpR6bZn
Luma Financial Technologies
金融服务
Cincinnati，Ohio 6,940 位关注者
Empowering financial professionals to learn about, purchase, create, and manage structured products and annuities.
关于我们
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
- 网站
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https://www.lumafintech.com/
Luma Financial Technologies的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Cincinnati，Ohio
- 类型
- 私人持股
- 创立
- 2018
- 领域
- finance、fintech、structuredproducts、structurednotes、banking、RegisteredInvestmentAdvisors、FinancialAdvisors、technology、money、investments和Luma Financial Technologies
地点
Luma Financial Technologies员工
动态
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Join our latest webinar with Brady Beals, CFA, CAIA to discover why Luma is the platform of choice for fiduciaries. Explore how Luma delivers best execution with flexible trading, empowers you with customizable portfolio and product reporting, offers exclusive access to custom notes and issuer offerings, and ensures an easy and simple setup. Learn how Luma supports your fiduciary duty while optimizing client outcomes. Don’t miss it! Register here: https://lnkd.in/ghru59xH
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Luma is proud to partner with Addepar to continue our goal of bringing structured notes analysis to portfolio managers, advisors, and clients.?Through this partnership, Addepar users are able to assess structured note performance and events alongside their broader holdings.?Importantly, advisors can also analyze how structured notes impact their client's overall exposure, risk profile, and duration for their entire portfolio.?Through this partnership, Luma is continuing to bring structured notes into mainstream investments. Brady Beals, CFA, CAIA
Addepar is delighted to welcome Luma Financial Technologies to our partner program. Luma provides a multi-issuer/carrier platform for structured products and annuities. The integration allows users to leverage Luma structured note position attributes in the Addepar analysis and reporting platform. To learn more, visit Luma’s new integration center listing: https://bit.ly/4eoW2u8
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Discover Luma's award-winning annuity technology in our exclusive upcoming webinar. Learn how our platform streamlines the research, comparison, purchasing, and management of annuities—all in one place. Join us to enhance your efficiency and deliver tailored solutions for your clients. Register today: https://lnkd.in/gqpXJsPr
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Luma’s Learning Center offers a customizable experience, allowing firms to tailor content and curriculums to their unique needs. Advisors gain access to comprehensive training programs, marketing materials, and alternative investment resources, keeping them informed on the latest industry trends and ensuring they meet compliance requirements. Learn more: https://lnkd.in/gFjV3xvs One Platform. Endless Potential. Driven by Innovation. Powered By Luma.
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Data without action is potential unrealized. We believe access to real-time analytics drives smarter, more informed decisions. With our advanced analytics, advisors can easily track performance attribution, coupon payouts, and portfolio health—effortlessly providing insights into every facet of their portfolios. From performance breakdowns to activity summaries and in-depth exposure analysis, Luma is designed to make managing portfolios a seamless and efficient experience. https://lnkd.in/gFjV3xvs One Platform. Endless Potential. Driven by Innovation. Powered By Luma.
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Transform your price discovery process with ease! Luma's Creation Hub replaces manual practices with a streamlined, efficient solution-giving you a faster, more optimized workflow. Learn more: https://lnkd.in/erttY8Kp
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Luma’s cutting-edge technology offers advanced portfolio analytics, on-demand performance reporting, and seamless navigation through configurable dashboards for your alternative investments. Stay updated on portfolio events with automated notifications and use advanced filters to easily search through your entire book of business. Learn more: https://lnkd.in/gFjV3xvs
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Outdated processes keeping you up at night? With Luma’s electronic order entry, you can take the horror out of your workflow. No tricks, only treats - efficiency, accuracy, and simplicity. Learn More: https://lnkd.in/gDqRWaXZ
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Managing annuities doesn’t have to be complex. At Luma, we understand the hurdles advisors face and our technology-based solutions make annuity management simple and efficient: - Access all carrier product training, marketing materials, and educational resources in one place. - Create and save customized product views for similar client scenarios. - Use our compare tool to evaluate multiple products instantly and adjust with efficient frontier for optimal results. - Oversee your entire in-force business with Lifecycle Manager for greater control and prospecting insights. Luma is the industry leader in annuity solutions. See how we can simplify your workflow today! https://lnkd.in/dir4qyf