Case Study: Lumyna enhances investor experience and automates fund reporting with Overthrow Digital

Lumyna cuts fact-sheet creation time with Overthrow Digital

Lumyna, an institutional investment firm, needed to replace its outdated website with a secure, regulatory-compliant platform to better serve its global investors. Their challenge was to enhance client services, provide access to fund data, and support marketing efforts. Overthrow Digital was engaged to redesign and develop this new system.

Overthrow Digital architected a solution using REACT and Yii to create a new user experience with interactive, downloadable datasets and automated fact sheet generation. The result was a system that brought granular content control and key functionalities like fund comparison and CRM integration in-house for Lumyna. This moved critical systems like client reporting and document generation internally, significantly decreasing the time needed to produce fact sheets.

Lumyna