Luma Financial Technologies

Behind every enhancement is a team working closely with the clients we serve. As Luma's insurance platform continues to grow, we're expanding the team that's helping drive product innovation, strengthen partnerships, and deliver an even better client experience. We were excited to have the team in Cincinnati this week. And welcome aboard, Matthew Herz. We’re thrilled to have you! Jay Charles | Cedric Amaniampong | Alex Speckert | Jordan E. | Scott Bair | Kyle Millard | Kyle Weber #Luma #LifeatLuma

Meet the real MVPs of the Luma team. 🐾 They may not answer emails or join meetings, but they never miss a chance to brighten our day! Now it's their turn to take the spotlight. #LifeAtLuma #LumaPets

Many firms are still working across disconnected systems, limiting visibility and creating unnecessary operational friction. Luma connects the investment lifecycle in one intuitive experience. Because our technology is built on an open ecosystem, firms have the freedom to choose the partners, products, and technology that best fit their business. See why firms around the world are switching to a more connected approach: http://www.lumafintech.com #Luma #Fintech #StructuredProducts #Annuities #LifeInsurance

Volatility doesn't wait. Prepare for it before markets move. Join Brady Beals, CFA, CAIA, Managing Director of Investment Solutions at Luma, for a live demonstration of the Portfolio Scenario Tool and see how firms can stress-test structured product portfolios with simulated market scenarios. Understand the impact on projected income, downside protection, and other key product features in real time. 🗓️ 𝐓𝐮𝐞𝐬𝐝𝐚𝐲, 𝐀𝐮𝐠𝐮𝐬𝐭 𝟰 | 𝟮:𝟬𝟬 𝐏𝐌 𝐄𝐃𝐓 What you'll see: • Live demonstration of the Portfolio Scenario Tool • How structured products integrate with existing portfolio management and reporting workflows • Live Q&A with Brady Save your seat → https://lnkd.in/gh3hJxWu #StructuredProducts #WealthManagement #Fintech

Structured products, annuities, and life insurance each solve a different problem in a client portfolio. Most firms treat them separately. Luma users don't. They can combine all three into outcome-oriented strategies, and that's what's letting them differentiate at scale. Learn more: lumafintech.com #StructuredProducts #Annuities #LifeInsurance #AdvisorTech #LumaFintech

Fernando Concha Bambach, Director of Global Capital Markets Sales at Luma, sits down with RIA Channel to talk about why accessing structured products, annuities, and life insurance has historically been harder than it should be, and how Luma is changing that. Watch the full interview here: https://lnkd.in/gAKCYg6M #RIA #StructuredProducts #Annuities #LifeInsurance #AdvisorTech #LumaFintech | RIA Database

Want to help build what's next? We have 9 open roles across engineering, operations, and sales. Luma is reshaping the way the industry accesses structured products, annuities, and life insurance. We move fast, we build together, and we're growing. Apply now → https://lnkd.in/duNtN9s #NowHiring #LumaFintech #FinTech #Careers

Wishing everyone a happy Fourth of July from the Luma team! 🎆

Luma's new Portfolio Scenario Tool delivers the ability to simulate a market shock in seconds to see the exact impact across an entire structured product book before the market moves. It’s built directly into Lifecycle Manager, providing even more clarity across every product, every client, all in one place. Watch the teaser below. 👇 #StructuredProducts #WealthTech #Luma #LifecycleManager #FinTech #PortfolioScenarioTool