WealthLink™ – Investor & Advisor Portals
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 digitize the Advisor, Client and back-office experience and support relationships focused on high-value interactions rather than administrative functions.
LTM WealthLink™ Investor & Advisor Portals are white-labeled applications that not only provide round-the-clock, web-based, and secure access to real-time information in English and French, with robust role-based access management capabilities, but now empower Advisors with Straight-through processing functionality.
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.
Adviser and Investor
- 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 accessing the features available through the Investor portal, WealthLink.advisor provides the following additional features:
- In-depth reporting capabilities of Advisor AUM, Account listings, & DSC information.
- Access to Compensation details such as Transaction Commissions and Service Fee history.
- Bulk packaging of Investor documents – ccount Statements, Transaction Confirmations & Tax Forms.
- Support for various User roles – Advisor, Multi-book Reps, Dealer, and Call Centre/Administrator access.
WealthLink Order Express (OEX)
Straight-through processing (STP) plays a vital role in transforming the client onboarding and transaction processing experience across the entire value chain. Our Order Express (OEX) application offers a differentiated and streamlined on-boarding and transaction processing experience, while adhering to compliance policy and business rules.
It significantly reduces processing times, investing clients in the market sooner and allows Advisors and back-office teams to focus on high complexity, high value interactions. The risk of human error is also minimized through guided workflows directly integrated with the Transfer Agency platform ensuring adherence with compliance and business rules. Key features and functionality include:
- API integrated, extensively configurable account setup orchestration.
- Leverage existing UI or seamlessly integrate Wealthlink platform.
- Investor/Account setup with guided workflows, steppers, and multi-account creation.
- Transaction processing of initial purchases, systematic plan setup, investor funding through EFT, Cheque and transfer, enhanced transfer automation.
- Account Maintenance capabilities, such as additional deposits, one-time switches and scheduled fund switch plans.
- Control and Compliance functions through automated form generation and e-signature integration, business rule enforcement, and workflow integration for pre-trade compliance tasks.
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