Investment Link

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.

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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.