Luma
from Luma Financial Technologies
Independent, multi-issuer buy-side platform that lets advisors research, configure, order and manage structured products and annuities, including life insurance.
Category:
Alternative Investment Platforms
Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
Luma
Category:
Advisor Platforms
Integrated solutions that support wealth advisors in managing client relationships, investments, and business operations.
Luma
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