Solution introduction
Wherever your business goes so does LSA
Spend less time crunching numbers and more time with your clients
Research and analytics
Gain immediate access to performance and monitoring reports for every product you’re interested in.
Portfolio modeling
Actively update your aum with our comprehensive portfolio models using the trading platform and product offerings of your choice.
Industry insights
Access exclusive videos, blog posts and more from industry influencers and innovators.
Repeatable process
Big meeting on the horizon? Let LSA take care of creating engaging presentations that will remind your clients why they trust you with their money.
Compliance resources
Stay up to date on regulatory changes with LSA’s dashboards and research tools.
Comparison reporting
Show them yourself – this asset gathering tool allows you to compare any of the LSA model portfolios against your prospective client's current holdings.
