Proliferation of electronic markets and changing investor behavior has transformed the way financial services firms operate and engage their clients. There is greater focus on providing instant and always-available access to information with high priority placed on superior customer experience, while addressing continuous challenges of operational optimization and reducing expense.
This necessitates putting self-serve solutions in place that offer easy access to in-depth, and accurate information necessary for clients to make informed decisions on their portfolios.
LTI’s WealthLink™ Investor & Advisor Portals are white-labeled applications that provide round-the-clock, web-based, and secure access to real-time information in English and French, with robust role-based access management capabilities.
Seamlessly integrated with Unitrax®, WealthLink™ can be used as a standalone portal, or be embedded in your corporate website with customizable UI elements such as logos, colors, disclaimers, and labels.