Luma Financial Technologies is reshaping the way financial institutions and advisors deal with complex investment solutions. Established with a vision to make it easier to manage structured products using a fully customizable, multi-product, multi-issuer platform, Luma Financial Technologies has evolved into a global financial technology provider that is relied upon by some of the world's largest financial institutions. Its company-agnostic, transparent model has won the trust of some of the world's largest financial institutions. Luma Financial Technologies move into the annuity market and its presence in Europe and Latin America demonstrate its dedication to innovation and global influence. The platform's transparent pricing, objectivity, and configurable tools give advisors the power to offer smarter, more confident answers to clients. Supported by award-winning technology and a team committed to integrity, Luma Financial Technologies is spearheading a global movement that puts transparency and trust at the forefront of financial advisory services. With the changing financial landscape, Luma Financial Technologies stays committed to providing solutions that advisors can really stand behind.

Luma: Empowering Investment Decisions Through Seamless Integration

Learning Center

Luma Financial Technologies learning center is an innovative learning site that seeks to advance the skill set of financial professionals within the areas of structured products and annuities. The site presents highly configurable learning experiences so firms can modify online courses from diverse widely accepted programs and multimedia platforms such as Word, PowerPoint, and videos. This enables training to reflect the particular needs of a firm, as well as regulatory requirements. One of the most important features is its management of certifications. Advisors are only able to access certain sets of products once they have completed the required certification, guaranteeing adherence to industry standards. The platform also offers in-depth training and reporting capabilities, enabling firms to monitor key statistics like logins, completions, certifications, and scores. This keeps the team on track and guarantees that no training is missed.

Luma Financial Technologies also streamlines communication and compliance management. Companies can transmit regular updates, notifications, and ad-hoc messages, with communications being secure and timely. Advanced financial technology embedded in the platform simplifies managing personalized product parameters, approved product lists, and transaction reviews, enabling companies to stay in complete control and overview. Luma Financial Technologies learning center is a crucial component for financial companies wanting to optimize training, guarantee compliance, and keep staff updated on industry requirements.

Product Marketplace

Luma Financial Technologies product marketplace enhances the investment process by providing a curated list of vetted investment strategies. Suited for advisors and financial institutions, the marketplace facilitates effective searching, comparing, and trading of products. Optimized for speed, accuracy, and compliance, the marketplace streamlines intricate investment decisions, making all transactions conform to industry standards.

The strong product shelf offers a varied set of strategies, backed by detailed product documentation to enable users to make the right decisions. Customization features enable companies to tailor the marketplace to their particular requirements, ensuring that investment opportunities match their individual criteria. Luma Financial Technologies platform offers an effective, compliant, and user-friendly solution for making investment opportunities easily accessible.

Creation Hub

Luma Financial Technologies creation hub transforms customized deal creation with a smooth, digital experience for financial professionals to create, price, and implement bespoke investment solutions. With sophisticated pricing capabilities, such as Monte-Carlo analysis, Luma Financial Technologies avoids guesswork and provides accurate price discovery according to the exact terms and underliers that best match client goals. Automated execution and bulk pricing within the platform streamline workflows, saving precious time while ensuring accuracy. Creation hub also enhances control and regulatory compliance with fully customizable attributes to accommodate a firm's specific needs. Role-based access and configurable workflows guarantee each procedure is in line with internal procedures. Luma Financial Technologies platform stores detailed audit logs, reports, and notifications that can be easily exported for quick delivery of documentation.

Through the offerings of price transparency, customization, performance reporting, and analytics, Luma Financial Technologies creation hub delivers the technology to effectively administer and implement customized investment transactions while assuring compliance as well as optimization of performance.

Tim Bonacci – President and CEO

Tim Bonacci, President and CEO of Luma Financial Technologies, has more than twenty years of experience in wealth management and corporate banking, having served in senior positions at PNC Bank and Fifth Third Bank. He started Luma Financial Technologies to make structured products simpler and more available, building it out of Navian Capital, a company he co-started in 2005. Mr. Tim graduated with a bachelor's in economics from Penn State, an MBA and post-MBA from St. Joseph's University, and underwent executive education at Wharton. He is FINRA Series 24, 4, and 7 licensed and serves on the board of the Cincinnati Zoo as an active supporter of community causes.

“Luma delivers a fully customizable, independent buy-side technology solution to effortlessly discover, research, purchase, and manage alternative investments with unparalleled efficiency.”