Luma Financial Technologies

About

Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system. Its 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 life cycle support to ensure that advisors and clients are maximizing their purchases.

Contacts

Products / Services

Platform:
  • Learning Center
  • Creation Hub
  • Product Marketplace
  • Lifecycle Manager
Offering:
  • Structured products and annuities
  • Customizable platform
  • Risk mitigation
  • Built-in compliance checks
  • Performance tracking
  • Process automation
  • Objective and buy-side focus

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

No data was found

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

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instant integration assistance

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