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iAdvise

LTI’s iAdvise Application is designed for financial advisors to gauge the client’s investment needs, and subsequently provide a sound financial advice. It provides real-time information on portfolio performance, asset distribution & risk profile. The application has built-in CRM functionality, which leverages social media to enhance customer reach. It also provides recommendations, based on customers’ life events and​ views their updates on Facebook, Twitter & LinkedIn.

Business Benefits​:

  • External factor-based prediction.
  • Provides Financial Advisors with a unified view of customers and their portfolio data.
  • Integrated B2E solution for a Bank Advisor who caters to Multiple HNIs.
  • Seamless integration with heterogeneous back end systems such as CRM & Market Feeds.

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