Litvak Wealth

Advanced Technology, Informed Decisions.

Our sophisticated investment platform, specifically designed for 21st-century private banking clients, truly empowers wealth. It is global and customizable, offering transparent, consolidated reporting in a secure environment.

Optimized Platform

Today’s fragmented financial industry and its legacy systems have created a complicated data environment for both advisors and their clients. This complexity has made it difficult for them to access a complete, transparent view of a portfolio to assess risk and performance. Our innovative investment platform offers us the ability to view, advise and report on each client’s full holdings, including assets held outside our firm. This access allows us to provide comprehensive, integrated advice; far-reaching risk oversight and due diligence; as well as highly customized, accessible and transparent client reporting. Our global platform can report on and reconcile daily, multi-currency accounts with multi-custodians. While the platform can accommodate a client’s custodian of choice, through our partnership with Fidelity Investments and Raymond James, clients have the opportunity to leverage our competitive execution costs, minimizing fees that impact their total return. 

Customized Reporting

Our platform offers our clients direct, secure access to a menu of customized portfolio views. Clients can monitor daily views of their portfolio holdings, performance, account activity, risk reports, as well various other advanced analytics. Clients can access these views by individual accounts, by custodial banks, or on a fully consolidated basis, all with the press of a button. Additionally, clients can tailor views and reports for alternative investments such as hedge funds and private equity that require metrics unique to their specific asset classes. Our platform also offers us the ability to present non-financial holdings, including real estate investments, partnership interests, and collectibles, to clients for a complete view of their wealth. The system’s flexibility allows clients to work with our platform engineers to continuously customize and improve their reporting matrix.

 

Secure Access

Nowhere is our commitment to advanced technology more evident than in our investment in digital cyber security. Our goal is to raise the industry standards that protect a client’s sensitive information. Our clients can feel secure accessing their confidential information, archived documents, and customized reports on a platform built with advanced security systems. These multiple security systems protect all aspects of our platform: the database; transmission of data, including nightly custodial data feeds; the server; software applications; the workstation-laptop; and employee access to customer data. We continuously monitor and update our systems to ensure the integrity and efficiency of our data security.