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WealthLink™ Investor & Advisor Portals

LTI’s WealthLink™ Investor & Advisor Portal solution provides Investors and Advisors with convenient, web-based access to valuable, real-time information via a secure and encrypted portal. These white-labeled applications can be used as a stand-alone portal, or can be embedded directly within your corporate website.  Seamlessly integrated with Unitrax®, WealthLink™ provides instant 24/7 secure access to various user-types through its robust role-based management framework.

Investors have access to their financial portfolio through WealthLink™ investor, while Advisors, Dealers, Brokers, and Management Company staff have additional access to advisor-level information, such as compensation details and assets under administration, through WealthLink™ advisor.

The WealthLink™ applications are bilingual (English & French), AODA compliant, and are equipped with an array of white-label features that allow your organization to fit the solution to your brand.

Reporting & Analytics Solution (RAS)

Built in collaboration with MicroStrategy® (MSTR), an industry leader in business intelligence, RAS is a comprehensive reporting and business intelligence application that is integrated with Unitrax®, and can be customized to ingest data from external data sources. It comes with an intuitive and rich UI, with predictive search features and drag-and-drop report creation, which enhances self-service analytics capabilities.

The application allows users to sort and format on top of a suite of pre-built canned reports, build custom ad-hoc reports, and access interactive dashboards with drill down capabilities for faster decision making and shorter turnaround times. The dashboards include data specific to trends in transaction activity, sales activity by region and distributor, operational efficiency and other common business drivers. This web-based business intelligence solution assists businesses in making data-driven decisions that help increase profitability, reduce cost, minimize risk, and improve customer satisfaction.

Unitrax® Output Distribution Services (UODS)

UODS lets companies distribute Unitrax® reports in an automated manner, thereby minimizing the effort and risk associated with the manual distribution of reports and documents.  The solution provides a systematic, auditable, and recoverable process for the delivery of Unitrax® reports by email or FTP to business users and customers.

Email attachments are zipped, encrypted, and protected with passwords for enhanced data security. UODS is compatible with various document and extract formats including XLS, TXT, CSV, Pipe Delimited, and HTML.

In addition to its capabilities as a report distributor, UODS also facilitates LTI’s ability to rapidly develop, schedule, and publish custom reports and data extracts to meet your specific requirements. Common examples would include custom operational reports or data extract files used to integrate with a CRM system.