Luma Financial Technologies Broadens Relationship with Morningstar to Bring Canadian Structured Products Data to Morningstar Advisor Workstation Subscribers
CINCINNATI, OH | ACCESSWIRE | September 29, 2022 | Luma Financial Technologies ("Luma"), an independent, multi-issuer structured products and annuities platform, announced they have signed an agreement with Morningstar, launching Canadian structured products data within Morningstar® Advisor Workstation SM today. "Transparency is the key to unlocking suitability and a more comfortable investing experience when it comes to transacting with structured products," said Todd Dilatush, Director of National Sales for Luma. "By supplying Morningstar with our expansive Canadian structured product data, we hope to continue helping financial professionals in bringing forward solutions that fit their clients'' individual risk profiles. We''re thrilled to take the next step in our relationship with Morningstar and can''t wait for what might be in store next as we continue to drive transformation within the industry." Luma''s comprehensive Canadian product detail pages are now available to Morningstar Advisor Workstation subscribers.
Luma Financial Technologies Broadens Relationship with Morningstar to Bring Canadian Structured Products Data to Morningstar Advisor Workstation Subscribers
CINCINNATI, OH | ACCESSWIRE | September 29, 2022 | Luma Financial Technologies ("Luma"), an independent, multi-issuer structured products and annuities platform, announced they have signed an agreement with Morningstar, launching Canadian structured products data within Morningstar® Advisor Workstation SM today. "Transparency is the key to unlocking suitability and a more comfortable investing experience when it comes to transacting with structured products," said Todd Dilatush, Director of National Sales for Luma. "By supplying Morningstar with our expansive Canadian structured product data, we hope to continue helping financial professionals in bringing forward solutions that fit their clients'' individual risk profiles. We''re thrilled to take the next step in our relationship with Morningstar and can''t wait for what might be in store next as we continue to drive transformation within the industry." Luma''s comprehensive Canadian product detail pages are now available to Morningstar Advisor Workstation subscribers.