Luma Financial Technologies

Luma’s Creation Hub provides a comprehensive solution, that allows financial professionals to effortlessly configure, price, and transact tailored investment solutions for their clients. With Luma’s technology, learn how Creation Hub can automate these tasks through a customizable workflow eliminating the need for multiple spreadsheets, emails and phone conversations.

https://lumafintech.com/

🚨 Stop using outdated processes! 🚨

Physical signatures on annuities are becoming outdated. As an increasing number of advisors transition away from paper-based processes, there is a growing demand from clients for digital solutions. Getting started with e-app is simple with Luma. Learn more here: lumafintech.com/eapp

Capital markets alternatives have been gaining immense popularity, and for good reason. Luma is proud to take action and be at the forefront of increasing accessibility and utilization of Cap-Alts.

Check out the below Financial Advisor Magazine article by Ed Hayes which takes a deep dive into our groundbreaking partnership with SpiderRock Advisors to offer access to structured note replication strategies via SMAs.

https://www.fa-mag.com/news/spiderrock--luma-partner-to-offer-structure-product-solutions-73965.html