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.
The WealthLink.investor application provides all the information and tools an investor needs to track their investments in a clean, intuitive presentation. Some of the many features available include:
Account Details & Financials
Account/Investment gains & losses & Performance
Registered Plan Details
Systematic Plan information
Current investment values & Transaction History
Easy -to-use Redemption Calculator
Ad-hoc Point-in-Time Statements
Paperless Investor document hosting: Support for Investor Statements, Tax Forms and Transaction Confirmations
Investor Self-Registration: Investors can securely and instantly sign up for WealthLink access
The WealthLink.advisor application provides Advisors and Dealers with the tools, information, and insights into their investors business they need to provide a superior client experience. In addition to access to the features available through WealthLink.investor, WealthLink.advisor provides the following additional features:
Enables 24/7 secure access to clients’ data
In-depth reporting capabilities concerning AUM, account listings, & DSC information
Provides access to compensation details such as transaction commissions and service fee history