InvestmentLink continues to add new funds, wrap platforms and direct share registries on a monthly basis to ensure planners are receiving the most comprehensive client data possible.
| End User | Advisers and clients |
| Advice Process Steps | Scoping of advice Goal identification Assessing finances SoA Preparation Review |
| Benefits | Process Efficiency Engagement Uplift Time Saving Cost to serve reductions Compliance Benefit |
| Cost per user per annum | $500 – $999 |
| Time saving per client | Assessed at 1-3 hours per clients |
| Cost saving per client | Not applicable |
| Integration | Direct API to custom platforms Midwinter Adviser intelligence Coin Cube |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | Yes |
| Single sign on | Not applicable |
| Data storage | Australian Data centres. Portfolio holding and transaction data. |
| Privacy standards | We adhere to ISO27002 and have begun the process of implementing ISO27001 Series Standards |
| Limits on use | No |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | We don’t have approvals to discuss our clients. |