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Wealth Management system enables institutes to customize portfolios to individual needs and provide simple yet dynamic financial planning services with rich end-to-end functionality and the capability to streamline your operations by providing financial advisory, portfolio management, compliance, client reporting and accounting services with a customized approach. It incorporates powerful risk metrics to enable professionals deliver a premium service at all stages. The solution can be used as stand-alone service or integrated into the existing infrastructure. Wealth Management systems are a fundamental piece of the infrastructure for any firm managing investment assets to wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. Wealth Management system is packed with features: Data consolidation: Collecting and integrating publicly available data from various sources to deliver actionable insights that will drive growth. Compliance and governance: More effectively dealing with changing regulations, compliance and governance needs Transparency: Transparency focuses on credentials, ethics, business practices, for customers into the quality of services provided. Data and analytics: Self-service access to consumable data and analytics for real time decision making by Leveraging data and analytics to drive operational efficiency, scalability and growth. Data integration: Integrating data sets from pre-built data models, to support data backed by strong risk management, data protection and cyber security policies. 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 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.