LTI’s WealthDocs™ Portal provides Investors and their Advisors with around the clock, web-based access to view their valuable investor documentation in a secure and encrypted portal. Seamlessly integrated with Unitrax®, the WealthDocs™ solution provides instantaneous, secure access to investor statements, tax forms, transaction confirmations, and more. These white-labeled applications can be used as a stand-alone portal or integrated within a Providers website.
The WealthDocs™ application is equipped with an array of white-label features that allow your organization to tailor the solution to your brand, and provide a wealth of user benefits:
Secure, self-serve document hosting solution reduces Client Service calls
24×7 accessibility enhances service availability
Application can be tailored to the Providers brand
Paperless document option improves delivery timelines, while reducing costs and environmental footprint