Algorithmic Insights for Modern Risk Mitigation

Protecting Wealth Through Longevity Risk Analysis

Founded in 2020, LDX was formed to support financial professionals as they guide clients through one of life’s most meaningful shifts—longer lives and ageing. We provide clear, practical insight into longevity and its monetary impact, along with an effortless process to bring ageing related financial risks into focus and intuitive tools to manage their impact.

Saving money and financial planning concept
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Our Approach

We make it easier for advisors to care for both sides of the relationship: helping clients feel more secure about their future while giving advisors the clarity and confidence to protect and sustain the practice they have worked so hard to build.

There are two by-products of client aging, directly impacting wealth management.

  • Deteriorating portfolio revenue driven by cost of care.
  • Deteriorating account retention driven by change of ownership.

Our proprietary algorithm predicts and accurately calculates the potential monetary impact and offers robust interactive modeling to minimize or eliminate reduction in portfolio values, using a variety of effective and readily available options.