Enterprise Wealth Platforms
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Platforms
Problem
LEA speeds up getting the data you need to create investment proposals for new prospects.
Why use LEA’s solution?
Exports data formatted to any leading proposal generation platform (Morningstar, Orion) so your existing core systems just work better; go a step further by using LEA’s API to achieve a “single pane of glass" advisor experience
No set-up or configuration required
Extracts data from any financial institution (Fidelity, Schwab, Morgan Stanley, E*Trade, Betterment, etc.)
Solution
LEA speeds up getting the data you need to create investment proposals for new prospects.
Why use LEA’s solution?
Exports data formatted to any leading proposal generation platform (Morningstar, Orion) so your existing core systems just work better; go a step further by using LEA’s API to achieve a “single pane of glass" advisor experience
No set-up or configuration required
Extracts data from any financial institution (Fidelity, Schwab, Morgan Stanley, E*Trade, Betterment, etc.)
Client Data API
Problem
LEA speeds up getting the data you need to create investment proposals for new prospects.
Why use LEA’s solution?
Exports data formatted to any leading proposal generation platform (Morningstar, Orion) so your existing core systems just work better; go a step further by using LEA’s API to achieve a “single pane of glass" advisor experience
No set-up or configuration required
Extracts data from any financial institution (Fidelity, Schwab, Morgan Stanley, E*Trade, Betterment, etc.)
Solution
LEA speeds up getting the data you need to create investment proposals for new prospects.
Why use LEA’s solution?
Exports data formatted to any leading proposal generation platform (Morningstar, Orion) so your existing core systems just work better; go a step further by using LEA’s API to achieve a “single pane of glass" advisor experience
No set-up or configuration required
Extracts data from any financial institution (Fidelity, Schwab, Morgan Stanley, E*Trade, Betterment, etc.)
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Let’s talk about how LEA can help you deliver the advisor and client experiences you need to scale.
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