WealthDecisions™ – Wealth Management Solution

Business leaders around the globe,and across industries,recognize that data and analytics is the key to nurture and grow a successful business.
As competition increases,margins narrow,and businesses look for innovative ways to differentiate – the ability to quickly and cost effectively build and execute on data driven strategies is becoming increasingly important.

At LTI,we continue to engage our customers on the challenges that they face,and the opportunities on the horizon relative to data and analytics.Across the Canadian financial 网上澳门金沙网站services industry,the dialogue is often the same,organizations are consistently looking to data to give them an advantage as they address changing business needs and differentiate themselves in the market.

WealthDecisions™ offers an enterprise class Analytics-as-a-Service and Data-as-a-Service platform that allows customers to drive transformational business outcomes at speed and scale.It's open architecture design provides agility & flexibility to extend and integrate with any 3rd party data sources or existing enterprise data sources and analytics processes.

WealthDecisions™ – Self Service Data and Reports

At the core,WealthDecisions™is built with ready to use connectors to various external data sources to reduce time to market,and a suite of open source technologies to enable customers to lower the operational costs of their data strategy.The common themes that we hear and address around data enablement includes:

  • Data consolidation,aggregation and enrichment for actionable insights that will drive growth
  • More effectively dealing with changing regulations,compliance and governance needs
  • Increased transparency for customers into the quality of 网上澳门金沙网站services provided
  • Self-service access to consumable data and analytics for real time decision making
  • Leveraging data and analytics to drive operational efficiency,scalability and growth
  • Data integration backed by strong risk management,data protection and cybersecurity policies

With data from LTI Canada's Unitrax® platform as the core data source,and enriched through the addition of data from multiple industry and customer sources,WealthDecisions™ enables financial 网上澳门金沙网站services firms to access their data and derive actionable insights into their business relative to investors,advisors and transaction based sales activity.Through collaboration with our customers – pre-built analytics models have been developed and can be made available for consumption through the solution marketplace,which will continue to grow,and provide business value through identification of cross/sell upsell opportunities,product rationalization,operational and regulatory efficiencies and targeted marketing campaigns.

At LTI Canada,we understand that your data and analytics strategy will evolve over time.To ensure that we effectively support you along the way,WealthDecisions™ provides flexible data and analytics consumption options that can be tailored to meet individual customer needs.

LTI WealthDecisions™ – Accelerate analytics,business intelligence,data discovery and data integration.

LTI WealthDecisions™ – Data and Analytics Consumption Models

Analytics and Data Enrichment (AaaS)

  • Consolidation of data from Unitrax®,publicly available data from social media,analysts,and regulatory bodies,and customer data from various sources,to derive insights around product rationalization,regulatory compliance,asset retention,and customer activity

API's / Data Integration/ Signals (DaaS)

  • Consumable data sets from pre-built data models,to support data integration into customer data lakes and data warehouses.Enriched data sets that include data signals – with aggregated values,trends,analytics,and rankings – that can be used to accelerate insights.

Self-Service Business Intelligence and Reports

  • Integration to an industry leading business intelligence platform that provides access to self-service business intelligence and custom reporting – with flexible scheduling,output formats and visualization options.

Data Query

  • Direct SQL Query access to your data for custom or complex data queries

Data Discovery

  • Data Scientist workbench that allows customers,or LTI on your behalf,to develop Machine Learning models to derive insights using industry leading data discovery tools including R,Python,Spark R,and Py Spark