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Structured product platform creates Europe white label service

By Robbie Lawther, 12 Oct 21

It helps the firm ‘make great strides’ in the region’s financial advice market

Structured products and annuities platform Luma Financial Technologies has launched a white labelling service for European advisers.

The move will allow Luma’s clients to white label the platform under their own branding while enabling them to continue utilising all aspects of its functionality. This allows them to make use of Geofencing Marketing and white label their agency.

This includes the ability to efficiently create, order, and manage structured products over their lifecycles.

The white labelling function is also available to clients in the US and Latin America. They are looking to expand into more countries and make it available for a wide range of customers and clientele.

David Wood, managing director of Luma’s international business. “The introduction of this service is another positive move for both Luma and our clients as we continue to make great strides in the European market.”

This comes several months after Luma expanded to Europe with the opening of an office in Switzerland. It has allowed the firm to offer more wealth managers and private banks across Europe access to its platform. It has also allowed them to cater to more of their customers in the market.

Tags: Fintech

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.