BofA Merrill Lynch, Morgan Stanley and Navian launch platform for structured notes

Bank of America Merrill Lynch, Morgan Stanley and Navian Capital have joined forces to launch an independent, multi-issuer electronic platform for structured products and annuities.

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BofA Merrill Lynch, Morgan Stanley and Navian launch platform for structured notes

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The new venture, called Luma Financial Technologies, builds on an online platform developed by Navian, a provider of structured products and annuities, but will be available to any distributor.

The partners claim that Luma will offer market-leading capabilities in workflow automation, post-trade position monitoring, and comprehensive education, training and compliance management.

Henry Flowers, MD at BofA Merrill, says: "We are looking to optimise and simplify how structured products and annuities are created, distributed and managed over the entire lifecycle for their clients. Luma does this exceptionally well and we look forward to working with the team to further advance this market.”

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