Services
LTSave offers online advice services to Employers, Banks and Banking Platforms, and Affinity Groups.
Through our Retirement Wealth Management Platform, LTSave offers a complete, outsourced retirement planning advice and portfolio management service for financial institutions with the following benefits:
- Powerful, relevant, and actionable retirement wealth management service
- Addresses mass affluent retirement opportunity
- Deepens customer relationship, increases retention
- Creates new product offering with increased revenue opportunity
- Customizable and private labeled to seamlessly integrate with existing online offerings
- Value-added product for acquisition of new customers
- Integrated into existing financial institutions investment products and offerings
- Economical and efficiently managed through automation