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Insigneo Partners with Luma Financial Technologies to Upgrade Structured Note Product Capabilities and Advisor Efficiencies

April 2 2025

Insigneo, an international wealth management firm at the forefront of advisor-centric innovation, has partnered with Luma Financial Technologies (“Luma”), 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.

Fintech

Fintech

Insigneo Partners with Luma Financial Technologies to Upgrade Structured Note Product Capabilities and Advisor Efficiencies

April 2 2025

Insigneo, an international wealth management firm at the forefront of advisor-centric innovation, has partnered with Luma Financial Technologies (“Luma”), 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.

Vicente Martin