Luma has teamed up with Morningstar to bring structured product data and analytics to Morningstar Advisor Workstation subscribers.
Luma Financial Technologies, an independent multi-issuer structured products and annuities platform, has signed an agreement with Morningstar to launch structured products data and analytics within the Morningstar Advisor Workstation. Our collaboration with Morningstar enables financial professionals to combine the breadth of our data with their deep portfolio analysis - Tim Bonacci, Luma Morningstar will use the data provided by Luma to analyse, manage, and allocate structured products in a