Insigneo reported that it has partnered with Luma Financial Technologies (“Luma”), a provider of structured products and insurance technology, to elevate its structured notes capabilities and further streamline financial advisor workflows.
Through the adoption of Luma’s market-leading technology, Insigneo is enhancing its existing offerings with real-time trade data, advanced reporting tools, and an optimized solution that supports every stage of the product life cycle, the company said in a statement.
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, it added. Luma will be integrated into Alia, the web-based solutions ecosystem owned by Insigneo and designed to enable investment professionals to manage their practices more efficiently and effectively.
With Luma’s unified solution, Insigneo advisors can access a suite of tools, including training modules, portfolio tracking, trade execution, and automated insights. Its integration with Insigneo’s infrastructure provides advisors with real-time visibility into their structured product activity while allowing data to enhance other key areas of the platform.
“We are thrilled to partner with Insigneo and supercharge their digital structured notes capabilities,” said Rafa Salvatierra, Head of Americas at Luma Financial Technologies. “We remain steadfast in our commitment to empowering financial advisors with cutting-edge technology, and we can’t wait to drive Insigneo’s digital evolution, unlocking new growth opportunities,” he added.
For his part, Pablo Ortega, Director, Head of Latin America and Issuer Relations at Luma Financial Technologies, stated: “Luma is designed to remove the complexities of discovering and managing structured notes, 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.”
“The integration of Luma’s technology marks a major milestone for Insigneo and our advisor network,” said Vicente Martín, 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,” he added.
