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
WealthDocs™ comes complete with a variety of valuable product features:
Investor Document Hosting support for Statements, Transaction Confirmations, Tax forms, and Fee disclosure documents (CRM2)
Paperless Documents: Investors can choose WealthDocs™ as their sole document source and stop home paper delivery of their documents
E-mail notifications: Investors can opt-in to receive e-mail notifications whenever a new document has been loaded to the portal
Ad-hoc Point-in-Time Statements & Gain/Loss Reports: Users can create ad-hoc statements or Gain/Loss reports in real-time with custom date ranges
Secure Investor Self-Registration functionality – Investors can authenticate themselves and generate a secure Login ID for instant access to the app.
Advisor view: Advisors can access Investor documentation for their entire book of business
White-labelled Application: Maximum flexibility for Providers to control numerous user experience functions. Examples include:
Branding: Logos, colours, labels and advertising space.
Messages and Disclaimers: Insert custom messages, disclaimers and legal terms thorough the application
Show/Hide Functionality: Providers can show or hide functions or screens to align with their product offerings or preferences
24×7 application availability
Improved decision support
Instant, around the clock access to important investor documentation
Superior customer experience
Simplified navigation, reduced clicks, better data findability, and a rich, device-agnostic UI
E-delivery of investor documentation
Intuitive self-service features
Quick to deploy
Out-of-the-box web solution with easy personalization
Fully supported and maintained by LTI
Seamlessly integrated with LTI’s Unitrax® Platform
Hosting and Maintenance
Quick implementation and high application availability
Hosting, provisioning, and management of hardware
Maintenance and updating of software
Product configuration and deployment management
Superior business continuity with a robust, multi-location data center framework
LTI’s proprietary, all-encompassing business continuity plan
Mean Time to Restore Service (MTRS) of fewer than 6 hours.
Product Support and Service Monitoring
24×7 monitoring of application availability
Track ongoing operations and performance of the product
Application management and version control
Application support from 8 to 8 on all working days.