Luma Financial Technologies

Managing life insurance and annuities just got smarter! Luma’s Lifecycle Manager gives you the speed, flexibility, and control to manage your in-force book more efficiently across all carriers, with real-time alerts, custom views, and integrations with multiple order entry vendors. No tech overhaul. No disruption. And because it’s part of the broader Luma ecosystem, you’re always just one step away from expanding into a full end-to-end solution—education, quoting, ordering, and servicing—all designed to work together. Click the link to schedule a personalized demo and see how Lifecycle Manager fits seamlessly into your insurance and annuity workflow. Whether you're modernizing operations or expanding product lines, Lifecycle Manager helps you move faster and stay ahead. https://lnkd.in/dy4T9_y

Luma's Director of Investment Solutions, Brady Beals, CFA, CAIA, shares his perspective in Wealth Solutions Report as their WealthTech Leader of the Month, highlighting how capital-markets based alternatives can help advisors offer more resilient, diversified portfolios. Check out the full article to learn how Luma is equipping advisors with tools to thrive in evolving market conditions: https://lnkd.in/gqpumWHk

Luma is excited to share that we’ve partnered with Insigneo to elevate their structured note capabilities! Now live across Insigneo’s network, this integration delivers real-time trade data, advanced reporting, and actionable event monitoring—all within a unified, customizable experience. With access to Luma’s robust Product Marketplace, Insigneo advisors can now research investment solutions more efficiently than ever before. Together, Luma and Insigneo are redefining what simple and efficient structured product management looks like. Learn more: https://lnkd.in/g5dhitXR

By not utilizing Luma's exclusive portfolio management solutions, you miss out on vital analytics needed to support your fiduciary duty and provide advice in your client’s best interest. Our award-winning technology provides control over your entire structured product book of business. With the click of a button, you can gain on-demand insights into your investments’ business. Discover why advisors rely on Luma’s interactive portfolio reporting to quickly make informed decisions. Learn more: https://lumafintech.com/

Happening today! Luma is thrilled to support the Next Generation of financial professionals at Citywire Americas Miami Advisor Day. Join Pablo Ortega and Fernando Concha Bambach as we connect with top international and offshore advisors and celebrate the future of our industry. Proud to champion rising leaders making a real impact!

More clarity. Smarter decisions. Move beyond limited pricing visibility to transparent, competitive pricing and better insights. Luma puts control back in your hands - helping you discover the best opportunities with speed and precision.

Luma is honored to be the Next Generation Sponsor at Citywire Americas Miami Advisor Day on March 26! We’re excited to have Pablo Ortega and Fernando Concha Bambach representing Luma at this exclusive event that is bringing together international and offshore financial advisors in the U.S. As the industry continues to evolve, recognizing the next generation of financial professionals is more important than ever. We’re thrilled to support this initiative and celebrate the rising leaders who are making a lasting impact. Looking forward to connecting in Miami!

Luma is looking forward to connecting at the SRP Europe Conference over the next two days, with David Wood and Gabriel Stoll, CFA, CAIA representing us. Don’t miss David on the “Technology and Distribution” panel as we discuss how tech is shaping the future of structured products. Looking forward to great conversations!

The choice is simple: Disjointed and manual, or streamlined and efficient. Luma makes the transition seamless to simplify complex investment management, giving you time back to focus on what matters most, delivering superior client service! Learn more: https://lumafintech.com/

Luma is proud to back as an Associate Sponsor of the SRP Europe Conference on March 18th! As leaders in structured product technology, we’re thrilled to have David Wood, Managing Director of International Business, and Gabriel Stoll, CFA, CAIA representing Luma at this year’s event. Be sure to catch David on the panel discussion “Technology and Distribution”. As the structured product industry evolves, embracing technology-driven solutions is more important than ever. We look forward to engaging in this conversation and sharing how Luma continues to empower financial professionals worldwide.