Luma Financial Technologies

Canadian advisors, don't be the last to join your peers in leveraging Luma's globally recognized and award-winning structured products technology. As a trusted global leader, Luma upholds its mission of transparency and objectivity, providing comprehensive, issuer-agnostic solutions with clear pricing and customizable features. Don't miss out on the opportunity to benefit from Luma’s cutting-edge technology, optimizing structured products throughout their lifecycle. Gain instant access to an expansive range of issuer products and harness in-depth investment and portfolio analytics for superior client outcomes. To schedule a demo click here: https://lnkd.in/guUqA3Yu

Join us live on Thursday, May 2 at 10:30am (EST) for an exclusive look at accessing Yieldstreet strategies, now available to advisors through Luma. Stay ahead of the game and discover how advisors are leveraging these strategies to expand their clients' access to private market alternative investments. Register here: https://hubs.ly/Q02tN1Fn0 Save your spot today so you don't miss out on discovering: - Exclusive strategy types to offer more to clients - Pre-Settlement Plaintiff Funding, Sports Financing, Art Investing - Unique strategies for HNW clients, diversified strategies for AI investors - End client and advisor education, technology built to win business with a client-centric approach

Luma’s Jay Charles recently caught up with Ed Hayes from Financial Advisor Magazine to delve deeper into our partnership with BNY Mellon | Pershing. Discover how this alliance is revolutionizing the annuity retirement planning experience for Pershing clients. Full story: https://lnkd.in/ghA8_R6s

Reflecting on the active structured product market of Q1, Luma proudly acknowledges record-breaking growth and significant milestone achievements. The enhancements in our Lifecycle Manager, coupled with the surge in advisor platform utilization and volume, align with industry trends that showcase significant volume growth for structured products. Discover a few key-highlights below! Learn more about Luma: lumafintech.com

Luma Financial Technologies is the go-to partner for financial professionals who value transparency, objectivity, and the ease of use in their investment management tools. We have gained recognition as an industry leader worldwide and we have dedicated ourselves to continually pushing the limits of fintech innovation. Explore the key benefits of partnering with Luma below, or request a demo to see our advanced tools in action. Trust us to help you navigate the world of alternative investments. Contact us to learn more: https://lnkd.in/dy4T9_y

Luma is thrilled to celebrate the first anniversary of our collaboration with Vontobel! This partnership has been instrumental in improving the product offering on Vontobel’s deritrade platform. Key benefits include 👇 Expanded choice: Clients can access a broader range of issuers for the various pay-offs on deritrade. Seamless experience: Third-party issuers offering products on deritrade benefit from Luma’s advanced API technology, ensuring smooth connectivity. We are excited about further developing this successful collaboration to help Vontobel provide deritrade clients with the greatest possible convenience as well as a broad product offering. Find out how Luma could enhance your proposition here: https://lumafintech.com/

Recently, Luma's Timothy Bonacci had the opportunity to speak with Aaron Smith from Life Annuity Specialist to further discuss our partnership with BNY Mellon | Pershing. Learn how this collaboration provides an enhanced annuity retirement planning experience for Pershing clients. Read more here: https://lnkd.in/decM8c8X

Discover the game-changing impact of Luma's acclaimed solutions with these compelling client testimonials. Experience firsthand why Luma is the trusted partner for financial professionals seeking to optimize their alternative investments business. Learn more: lumafintech.com

Luma is thrilled to announce a partnership with BNY Mellon’s Pershing to provide a best-in-class annuity management experience. Through Pershing’s NetX360®+ platform, advisors now have access to Luma’s educational resources, analytics, and suitability tools, all designed to streamline and manage sales activities for various annuity product types. Learn more here: https://lnkd.in/gC-F3tiT

Striking out with pen to paper annuity applications? Swing for the fences with Luma’s electronic order entry, and redefine a digital future for your business! Learn more at lumafintech.com/eapp