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Powering the Breakaway Wealth Management Enterprise

Meet our Experts

At LTI, our vision is to accelerate business outcomes in wealth management and prospects through digital transformation and pursue differentiation through newer market access, increasing client centricity, new & custom products, and efficient operations.

We want our wealth and asset management customers to know us for our expertise in platforms and solutions that enable business outcomes around: an amplified customer and advisor experience, robo-advisors solutions, onboarding and straight through processing (STP), Insight led data and analytics amplifying the power of AI, Decision Science and pre-built reg data marts , legacy transformation using API’s and microservices, and operational efficiency leveraging automation and cloud transformation.

The LTI team, looks forward to meeting you at the event.

    LTI is at In|Vest 2019

    July 16-17, 2019

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    Our Offerings

    Transfer Agency

    Transfer Agency

    Unitrax® a SaaS-based proprietary transfer agency record-keeping platform, enabling fund manufacturers & insurance providers to manage administration

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    WealthDecisions

    WealthDecisions

    Cloud hosted, Analytics-as-a-Service and Data-as-a-Service solution driving transformational business outcomes at speed and scale.

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    iAdvice

    iAdvice

    Mobile based solution enabling advisors to guide investor to make better and informed investment decisions.

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    WealthLink™

    WealthLink™

    24/7 self-service web portal for dealers, reps, investors & internal clients – puts data in hands of the end users to reduce support costs

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    Digital Case & Content Mgr. (dCCM)

    Digital Case & Content Mgr. (dCCM)

    Enterprise class BPM and ECM solution, integrated to Unitrax, to support the digitization, centralization, standardization and oversight of all organizational work

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    Resources