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"Luma played a key role in the successful launch across our advisor network. Their reporting tools—especially the Portfolio Report—offer clear insights into holdings, product details, and key events, helping advisors anticipate cash flows and manage structured products more effectively. Our implementation partnership with Luma exceeded expectations. Their team provided end-to-end support, from tailored onboarding and advisor training to marketing development and operational rollout. With seamless integration into Alia, Pershing, and Orion, we've delivered a more unified and scalable experience for our advisors, enhancing our ability to serve clients efficiently."

"While annuities aren’t new to the US market, making sure each client is matched with the best product to meet their unique goals requires a lot of research. With Luma Compare, we’re able to instantly compare projected growth and income on three products at once. This saves a lot of time and give us more opportunities to elevate the services we provide to our clients."

"Luma’s innovative platform provides an invaluable solution that lets me quickly create, assess, and manage custom deals for my clients’ portfolio solutions."

"As my clients’ trusted advisor, it’s my responsibility to make sure I’m not only doing what’s in their best interest, but exploring product solutions to drive the optimal outcomes that my clients have come to expect. Luma makes it easy to manage my alt business by creating and submitting custom deals directly to the issuers I want to do business with."

"As someone who oversees new business operations, I understand the challenges that come with technology transitions. However, our onboarding experience with Luma was exemplary. From implementation to launch, the team helped us achieved a seamless and efficient rollout, going live in just one month."