Articles from Luma Financial Technologies

Insigneo, an international wealth management firm at the forefront of advisor-centric innovation, has partnered with Luma Financial Technologies (“Luma”), a prominent provider of structured product and insurance technology, to elevate its structured note capabilities and further streamline advisor workflows. Through the adoption of Luma’s market-leading technology, Insigneo is now upgrading its existing offerings with real-time trade data, advanced reporting tools, and a streamlined solution that supports each stage of the product lifecycle.

Ensight (San Diego), the leading sales enablement platform for annuity, life and long-term care (LTC) insurance carriers and distributors, has announced a strategic platform integration partnership with Luma Financial Technologies ( LUMA), a global provider of structured products and insurance solutions. Through this technology partnership, Ensight and Luma have developed a seamless integration, introducing the first unified annuity, life, and LTC quoting capability within Luma. Ensight’s digital, interactive “Sales Story” platform will also be fully connected into Luma, enabling insurance carriers to provide new digital product marketing experiences to advisors, as well as Luma distribution partners to build and deploy modern digital sales concepts using Ensight’s underlying platform technology.

Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, has partnered with Advantage Insurance Network (“AIN”), a national marketing organization network of affiliated independent third-party brokerage distribution firms, to advance the life, annuity and asset-based long-term care insurance experience. This collaboration marks an industry first by introducing Luma’s advanced technology into AIN Essentials (AIN’s proprietary resource platform) in a single sign-on environment, providing all AIN Affiliates with instant access to an unparalleled suite of resources.

Market-Leading Fintech Strengthens LatAm Presence with Latest Hiring of Citi Veteran

Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, is proud to announce the expansion of its long-standing collaboration with Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry. This partnership now expands Luma’s award-winning platform to include Hexure’s Firelight® life insurance capabilities, enabling financial advisors to seamlessly manage both life insurance and annuity products in one comprehensive system.

Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, is excited to announce its expansion into the life insurance sector. As the first platform to offer an end-to-end solution that integrates life insurance and annuities, Luma enables advisors to manage both products seamlessly through a single, comprehensive platform.

Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products, and annuities platform, is pleased to announce their latest partnership with Gradient InsuranceBrokerage, LLC (“Gradient”), an independent marketing organization specializing in fixed annuities and life insurance. This collaboration is poised to empower Gradient’s proprietary KonnexME platform, equipping financial services professionals (“FSPs”) in the annuity sector with exclusive access to Luma’s extensive suite of educational resources, state of the art analytics, advanced suitability tools and comprehensive product lifecycle capabilities.

Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, announced a collaboration that will provide financial advisors with a best-in-class annuity management experience. Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types.

Luma Financial Technologies (“Luma”), an award-winning independent multi-issuer structured products and annuities platform, has expanded its partnership with Yieldstreet, a leading private market investment platform, to bring Yieldstreet’s diverse offerings to Luma’s customer base. In doing so, Luma is broadening Registered Investment Advisors (RIAs) access to alternative investment products that can play a fundamental role in building a diversified portfolio.

SELAX Brokerage Agency LLC (“SELAX”) (SUBGA of ECA Marketing) and its subsidiaries have engaged Luma Financial Technologies (“Luma”), the globally acclaimed alternatives and annuities platform, to provide market leading tools and resources for advisors transacting in annuities on behalf of their clients. With the addition of Luma’s technology to SELAX’s platform, advisors can now benefit from a more efficient annuity transaction process, enabling them to serve their clients’ diverse income needs more effectively.

Luma Financial Technologies (“Luma”), the award-winning independent multi-issuer structured products and annuities platform, and Financial Independence Group, LLC ("FIG"), a leading financial services conglomerate specializing in annuities, long-term care, and life insurance products, announced today a collaboration to provide tools and make researching and purchasing annuities more streamlined.

CINCINNATI, OH / ACCESSWIRE / June 9, 2022 / Luma Financial Technologies ("Luma"), the world's top independent multi-issuer annuities and structured products platform, is proud to announce the many new firms partnering to use the Luma platform.

First of its kind identifiers elevate transparency and accessibility; put structured products on same playing field as staple investment vehicles

Leading Structured Product Fintech Platform Continues to Bolster Executive Leadership Team with Addition of Former Bank of America Merrill Lynch Veteran

Entrance into Canadian Market Is Latest Expansion Move for Global Fintech Revolutionizing Alternative Investment Universe CINCINNATI, OH / ACCESSWIRE / May 11, 2022 / Luma Financial Technologies ("Luma"), an independent and objective, multi-issuer structured products and annuities platform, today announced its funding deals with the wholesale banking division of The Toronto-Dominion Bank and CIBC. The funding and relationships from these two

CINCINNATI, OH / ACCESSWIRE / March 3, 2022 / Luma Financial Technologies ("Luma"), the world's top independent multi-issuer structured products and annuities platform, announced they have signed an agreement with Morningstar, Inc., launching structured products data and analytics within Morningstar Advisor WorkstationSM today. "We're delighted to offer Morningstar Advisor Workstation subscribers the most complete structured product data and

Luma's cutting-edge platform sets the bar as the most comprehensive annuity replacement comparison tool in market for financial advisors around the world CINCINNATI, OH / ACCESSWIRE / December 8, 2021 / Luma Financial Technologies ("Luma"), the world's top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce annuity replacement analysis within their state-of-the-art comparison tool,

Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce that Arun Kumar has joined the firm as Chief Technology Officer, reporting directly to Tim Bonacci, President and Chief Executive Officer of Luma.

Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce the latest enhancement to the Luma platform, API technology for automated pricing of customized products.

Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce the onboarding of their latest annuity-focused tool, “Luma Compare.”

Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, announced today that Ron Bezoza has joined the company as Managing Director, Head of Investment Solutions.

Luma Financial Technologies (“Luma”), an independent, market leading multi-issuer structured products and annuities platform, announced today that annuity industry veteran, Keith Burger, has joined the company as National Sales Director for Annuities.

Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected CANNEX as their latest partner to facilitate the efficient and accurate exchange of pricing and analytics for annuity products on their platform.