Luma Financial Technologies

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 is excited to welcome Scott Bair as our new Associate Vice President, Product Owner - Insurance! With over two decades of experience in financial services, Scott brings an impressive track record, including leadership roles at Nationwide Insurance and Ameriprise Financial. His expertise in digital product strategy, customer journey design, and business development will drive the launch of Life Insurance as we expand Luma's platform in 2025 and beyond. Please join us in congratulating Scott on this exciting new chapter!

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

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

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

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

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.

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.

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

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