Miami-headquartered wealth manager Insigneo has partnered with fintech platform Luma Financial Technologies to upgrade its structured note product capabilities and streamline workflows for its network of financial advisers.
Insigneo will integrate Luma’s structured product and insurance tech into Alia, Insigneo’s proprietary web-based ecosystem. The upgrade introduces real-time trade data, portfolio tracking, advanced reporting, education tools and lifecycle management capabilities aimed at boosting adviser agility and efficiency.
“This strategic move marks an important step in Insigneo’s growth,” the firm stated, highlighting the enhanced ability for advisers to manage structured notes with a more intuitive, data-driven approach.
Luma’s platform, which will be embedded across Insigneo’s adviser network, offers a unified solution that includes trade execution, learning modules and automated insights. The integration is designed to eliminate upload delays, improve reporting and deliver automated updates to advisers and clients alike.
“We’re thrilled to team up with Insigneo and supercharge their structured note digital capabilities,” said Rafa Salvatierra, head of Americas at Luma Financial Technologies. “We remain unwavering in our commitment to empower financial advisers with cutting-edge technology, and can’t wait to fuel Insigneo’s digital evolution, unlocking fresh opportunities for growth.”
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Pablo Ortega, director, head of Latin America and issuer relations at Luma, added: “Luma is designed to remove complexities from structured note discovery and management, and Insigneo’s advisers 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.”
As part of the rollout, Insigneo will leverage Luma’s Product Marketplace, Lifecycle Manager and Learning Center—resources that together cover the full structured product lifecycle from design to execution and monitoring.
“Integrating Luma’s technology marks a significant milestone for Insigneo and our adviser network,” said Vicente Martin, managing director and head of structured products at Insigneo. “By focusing on improving the adviser experience, we are expanding our capabilities to deliver innovative solutions and personalised support, meeting the evolving needs of our clients.”
