Integrations
Luma
Luma Financial Technologies provides a multi-issuer/carrier platform for structured products and annuities. The integration allows users to leverage Luma structured note position attributes in the Addepar analysis and reporting platform.
Understand your structured note features at a glance |
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Receive up to date underlier, structured note, and event performance |
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Have a better understanding of structured notes in your portfolios |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration GuideIdentify an existing Addepar User for the Luma integration
The user should be a "Full-Access" user and will be responsible for authorizing the integration.
Grant Access to Integration User
Give Addepar access to the user identified above to set up the integration.
Raise a support ticket with Addepar support
Contact Addepar support via the in-app 'Help' module to request the Luma custom attributes and associated view.
Authorize the Integration
Log into Luma and click the integration icon beneath the User icon in the top-right corner. You will be redirected to Addepar in a new window. Log in as the Integration User and approve access.
Can I request new fields?
Yes! Email Integrations@lumafintech.com with a description of the field and Luma will get back to you. Additions can take up to a week depending on complexity. All firms with the integration will be notified about the new field and have the option to add.
What kind of performance will I see?
Daily updated underlier performance and the active underlier in Worst-Of and Best-Of baskets.