Banks & Banking Platforms
LTSave provides banks and bank platforms with a powerful, relevant, and optimized software solution to address retirement planning and investment management.
The growing need for financial institutions to address retirement has created demand for bank and bank platforms to enhance their existing product set with a relevant planning and investment management solution. Engineered to seamlessly integrate into existing bank technology platforms the LTSave software product and service solution can help financial institutions meet their customer’s needs and generate revenue opportunities.
Benefits to Banks and Bank Platforms
LTSave provides a turnkey outsourced retirement planning and management solution that can be seamlessly integrated into an online banking product set. Working closely withLTSave , banks and bank platforms can address a financial institutions retirement planning and investment management needs with a turnkey solution.
In particular, LTSave:
- Integrates into an existing bank platform solution set to provide private-labeled outsourced retirement planning and investment management services for financial institutions to deliver to end-customers that sits alongside existing online banking services.
- Enables banks and bank platforms to develop additional revenue opportunities by developing targeted solutions for the growing mass affluent retirement opportunity
- Utilizes proprietary investment management engine and asset aggregation to overlay retirement planning within the existing online banking platform as well as capture information about outside accounts
- Provides access to sophisticated advice and portfolio management services economically via a secure hosted software platform