Luma Financial Technologies and TD Securities to Bring Enhanced Structured Products Management to Canadian Investment Professionals
New relationship brings lifecycle management, analytics and performance reporting capabilities to investment professionals across Canada’s premier wealth management firms
Luma Financial Technologies today announced a new relationship through which TD Securities Inc. (TD Securities) will make Luma’s lifecycle management, analytics and performance reporting capabilities available to investment professionals across all of Canada’s premier wealth management firms.
This relationship will give investment professionals across TD Securities' Canadian structured products distribution relationships a single hub to manage their entire structured product holdings, including TD Securities-issued notes and third-party notes.
“TD Securities has a strong presence in the Canadian structured products market, and this relationship reflects a shared commitment to making sophisticated investment solutions easier to manage in practice,” said Tim Bonacci, Chief Executive Officer of Luma Financial Technologies. “Investment professionals should not have to rely on fragmented systems to understand what clients own, how those products are performing and what events require attention. Together with TD Securities, we are helping bring more simplicity and visibility to the structured products experience.”
