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.
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