Investment Link

Investmentlink did not respond or engage with the survey request. branded web app allowing clients to see all their accounts in one place.

Clients can group accounts such as investments or super (most people have several), and they can share any group with you at tax time or when advice is needed.

Most data is refreshed daily.  You can also provide additional services such as scaled super advice or share trading at $5.95 per trade*.

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End User Advisers and clients
Advice Process Steps Assessing
Review
Benefits Process efficiency and engagement uplift
Cost per user per annum Unable to assess
Time saving per client Assessed at 1-3 hours per clients
Cost saving per client Assessed at $1000 per client
Integration Unknown
Website embedding Yes
White labelled Yes
System prerequisite Cloud based
Single sign on Yes
Data storage Unknown
Privacy standards Unknown
Limits on use Unknown
Disaster recovery and business continuity plans Unknown
AFSL approval Unknown