InvestmentLink integrates data into adviser platform
InvestmentLink has integrated its investment data feeds into a personal wealth management platform to support financial advisers to deliver goal-oriented outcomes for clients.
The investment data firm’s cloud-based platform, CashDeck, allowed deeper insight into client financials for advisers and allows clients to manage all their financial information with a single log in.
InvestmentLink chief technology officer, Wayne Robinson said the platform was designed to help clients understand their financial position in real time and support advisers in developing plans to help clients reach specified goals.
“The data we provide offers advisers another analytical level. It’s easy to use and will help advisers better engage with clients and prospective clients. As well as the functionality, advisers can customise the platform – from managing functionality to fully branding the platform to support their businesses,” he said.
“We have a scaled offering, from free plans to packages to suit larger groups.”
The platform is also designed for accountants, mortgage brokers, tax agents, and budget specialists.
Recommended for you
TAL has introduced four new courses to its Risk Academy focused on ethical dilemmas as part of Ethics Month to help advisers meet their CPD requirements.
Unadvised Australians believe they need $2 million to retire comfortably, according to Colonial First State, a wide variance compared to advised individuals which estimate $1.3 million.
Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a “significant expansion” through new distribution channels.
The heads of two financial advice licensees have joined the board of the Financial Services Council as it looks to deepen its engagement with the space and strengthen its representation.
