Manage portfolios, transactions, reporting, and records from a single platform designed to simplify modern wealth operations.
Track assets, monitor transactions, manage records, and maintain visibility across every entity, account, and investment relationship.
“Our creative ops team finally has one thread for every client. Luma keeps context intact from brief to delivery.”
—Jordan Ellis, Creative operations lead, Glossy
Total Assets on Luminous
Reduction in manual reconciliation work
Average saved time each week in reporting and administration
Monitor assets, liquidity, and portfolio performance with live operational insights.
Track transactions, allocations, distributions, and transfers across every entity.
Follow the movement of capital with detailed records, status tracking, and audit history.
Track capital movement, allocations, distributions, transfers, and adjustments across every account and entity from a single ledger.
Access account activity and financial data without switching between systems.
Surface the information teams need to review transactions and manage portfolios efficiently.
Understand performance, allocations, and activity through a clear and consistent interface.
From emerging advisory firms to enterprise wealth organizations, Luminous provides the tools, security, and flexibility needed at every stage.
For growing advisory teams
For established wealth firms
For large wealth organizations
