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*.
| 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 |