Insigneo, an international wealth management firm at the forefront of advisor-centric innovation, has partnered with Luma Financial Technologies , a prominent provider of structured product and insurance technology, to elevate its structured note capabilities and further streamline advisor workflows. Through the adoption of Luma’s market-leading technology, Insigneo is now upgrading its existing offerings with real-time trade data, advanced reporting tools, and a streamlined solution that supports each stage of the product lifecycle.
This strategic move marks an important step in Insigneo’s growth, equipping its advisors with a more agile, robust, and intuitive approach to managing structured notes. Luma will be seamlessly integrated into Alia, Insigneo’s proprietary web-based ecosystem of solutions designed to enable investment professionals to manage their practices more efficiently and effectively.
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With Luma’s unified solution, Insigneo advisors can access a robust suite of tools including education modules, portfolio tracking, trade execution, and automated insights. Its seamless integration with Insigneo’s infrastructure provides advisors with real-time visibility into their structured product activity, while also enabling that data to enhance other key areas of Insigneo’s platform. With real-time data eliminating upload delays, enhanced reporting delivering actionable insights, and automated emails keeping users informed, Luma empowers Insigneo advisors to streamline their workflows and better serve their clients.
“We’re thrilled to team up with Insigneo and supercharge their structured note digital capabilities,” said Rafa Salvatierra, Head of Americas at Luma Financial Technologies. “We remain unwavering in our commitment to empower financial advisors with cutting-edge technology, and can’t wait to fuel Insigneo’s digital evolution, unlocking fresh opportunities for growth.”
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Pablo Ortega, Director, Head of Latin America and Issuer Relations at Luma Financial Technologies, added, “Luma is designed to remove complexities from structured note discovery and management, and Insigneo’s advisors will benefit from the enhanced tools Luma offers. We’re excited to support them in delivering greater transparency, flexibility, and access to cutting-edge solutions for their clients.”
Insigneo’s integration and use of Luma’s Product Marketplace, Lifecycle Manager, and Learning Center, underscores the scale of this collaboration, engaging all of their advisors from the outset. With a shared advisor-first approach, Insigneo’s users are now equipped with the most intuitive tools available to seamlessly structure, price, and execute customized investment strategies – enhancing efficiency and client outcomes.
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“Integrating Luma’s technology marks a significant milestone for Insigneo and our advisor network,” said Vicente Martin, Managing Director and Head of Structured Products at Insigneo. “By focusing on improving the advisor experience, we are expanding our capabilities to deliver innovative solutions and personalized support, meeting the evolving needs of our clients.”
The deployment of Luma’s comprehensive and award-winning technology across Insigneo’s network signals a new era of efficiency and innovation in
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Source – Businesswire
