Luma Invest
Track payments and transactions alongside your everyday finances.
Overview
Luma Invest is a savings and investment platform with regular contribution plans. Connected to Finos, each plan's contributions and value appear next to your everyday money, so long-term saving is part of the same view.
Key Capabilities
Contributions and value, side by side.
Finos shows what you put into Luma each month as a savings line, and what it is worth today as a balance.
Contribution tracking
Regular payments into Luma counted toward your savings goals.
Current value
Portfolio value refreshed daily, with the change since last month.
Goal linking
Point a Finos goal at a Luma plan and watch both fill.
Setup Instructions
Connect Luma and link each plan to the goal it is for; the rest is automatic.
01 — Choose Luma Invest
Press Connect and sign in to Luma.
02 — Select the plans
Choose which Luma plans to show.
03 — Link to goals
Match each plan to a Finos goal, or create one.
Security & Privacy
Luma provides read-only access to plan values and contributions. Finos cannot buy, sell or withdraw, and the connection is encrypted end to end.
Questions, answered clearly.
Your membership brings connected accounts, cards, budgets and goals into one workspace, with planning views, shared access controls and support included.
Yes! You can connect multiple bank accounts and payment cards in one place, making it easy to track transactions, monitor balances, and manage your finances.
Your financial data is protected with secure encryption, strict access controls, and industry-standard security practices to help keep your personal and financial information safe.
Yes! You can invite team members or trusted individuals to your workspace and manage their access permissions to ensure everyone can access only the information they need.
During the 14-day review, you can explore your financial activity, review connected accounts, and evaluate how well the platform meets your needs before making a final decision.
Absolutely! You can cancel your subscription, change your billing plan, or update your payment method at any time through your account settings.
Budgets and goals together
