Luma is an independent, multi-issuer platform that provides banks and broker dealers with a fully-customizable, order entry system. Registered users can login to access a wide-array of content designed and tailored specifically for your firm. Our education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, our post-sales support provides lifecycle support to ensure that advisors and clients are maximizing their purchases.

Automated tracking and performance reports
Luma’s lifecycle tools and support system for post sales makes it easy to obtain performance reports.

Create your own custom structures
Easily create and manage custom structures from leading issuers all through one single interface. 

Fully customize the entire process of placing orders
Luma’s advanced order-entry system provides a simplified, user-friendly alternative for structured product trade entry.

Interactive education and sales tools for your Firm
Luma’s Learning Hub provides education and selling resources to empower advisors to more efficiently manage and sell structured products.