Luma Financial Technologies

At Luma, our mission is to empower advisors with cutting-edge technology, optimizing their capital alternative business. Dive into this testimonial illustrating our success. Learn more about Luma at 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Stop using outdated processes! Physical signatures on annuities are becoming outdated.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. Learn more here: lumafintech.com/eapp

🚨60% of investment professionals believe accelerating the digitization process is essential to the growth of the structured product market. 🚨 This comes from a poll conducted at this week’s International Structured Products Forum in Lucerne, Switzerland,

Missed the discussion surrounding the customization benefits of cap-alts, featured on TradeTalks? Watch the clip and learn more how these distinct advantages set them apart from other types of alternative investments. View the full interview here: hubs.ly/Q020Qh9W0

Check out the @FAMagazine article which takes a deep dive into our groundbreaking partnership with SpiderRock Advisors to offer access to structured note replication strategies via SMAs. fa-mag.com/news/spiderroc… #Luma #Fintech #advisors #alternatives

Check us out on @Nasdaq #TradeTalks with @JillMalandrino last week where they discuss cap-alts and how Luma is increasing access and transparency by simplifying the experience of transacting and tracking this asset class. lumafintech.com/2023/07/17/nas… #CapAlts #alternatives #Luma

.@lumafintech joins @JillMalandrino on @Nasdaq #TradeTalks to discuss what Cap-Alts are and why it’s important to differentiate them from the broader alternatives universe. twitter.com/i/broadcasts/1…

Increase efficiency, reduce NIGOs, and expedite annuity app processing with Luma's award-winning order-entry solutions. Say goodbye to pen and paper and experience a streamlined process. Learn more: lumafintech.com

Today we're announcing our partnership with SpiderRock Advisors, combining Luma's leading technology with their expertise for enhanced capabilities. Access SpiderRock SMA structured note replication through Luma, offering advanced customization. hubs.ly/Q01Sw46s0

Embracing diversity fuels innovation and progress. Together, we thrive by amplifying unique voices, perspectives, and contributions. Happy Pride Month!

Discover valuable insights on alternative investments like structured notes from Luma's Director of Investment Solutions, BradyBeals. Learn about risk, execution, and leveraging alts in portfolios. Gain expert knowledge in our latest Q&A: lumafintech.com/2023/05/23/qa-…

It’s time to illuminate the facts and debunk prevailing myths in fintech. Don’t let these misguided notions prevent you from elevating the services you provide your clients. Learn more about Luma: lumafintech.com

In Wealth Solutions Report latest Wealthtech roundup, Luma was featured as their Wealthtech Leader of the Month! Read the article below wealthsolutionsreport.com/2023/05/09/wea…

Luma’s innovative platform empowers advisors with cutting-edge technology and solutions that are tailored to optimize management of alternative investments. Discover how we’ve helped advisors achieve this with the following testimonial that showcases Luma’s success.

Maximize investment opportunities for your clients with Luma Compare. Our award-winning tech provides transparent and objective comparison of structured product and annuity solutions. Learn more now. lumafintech.com/luma-compare/

Curious about the future of fintech and how Luma plays a key role in the evolution of the alternative investments industry? Look no further than our Q&A with Luma’s Chief Technology Officer, Arun Kumar! Read the full Q&A here lumafintech.com/2023/04/28/qa-…

Missed us at the Morningstar Investment Conference? Check out this video on how Luma, in collaboration with Morningstar, is increasing access, improving transparency, and simplifying structured products for financial professionals! lumafintech.com #MICUS

Big news! We’re excited to announce the addition of J.W. Cole Financial to the Luma family! Our team is eager to begin collaborating with them to help achieve their goals and objectives while delivering remarkable outcomes for their clients. Thanks for putting your trust in us!

Join us at the Morningstar Investment Conference, where Luma’s Director of Strategic Initiatives, Tara York, will be talking about how Advisor Workstation℠ users can revolutionize the way in which they access, analyze, and manage their non-traditional investments. #MICUS

Trust is key when it comes to financial management, and Luma Financial Technologies has built a reputation as a reliable partner. Our objective, transparent, and easy-to-use tools have made us a leader in the industry. lumafintech.com/contactus/