Lonsdale links up
InvestmentLink has signed a deal with Lonsdale offering users of Lonsdale’s LLink software special rates for its e-Portfolio service.
InvestmentLink has signed a deal with Lonsdale offering users of Lonsdale’s LLink software special rates for its e-Portfolio service.
Under the terms of the deal, the 1200 advisers who use the LLink system will re-ceive a five months subscription free of charge provided they take up a 12 month contract with e-Portfolio. The normal cost of the service is $200 per month for smaller planning groups.
The e-Portfolio service plugs into the Llink software to provide consolidated re-porting for a client’s retail managed funds.
Lonsdale associate director Paris Kritikos says Lonsdale has been offering the In-vestmentLink consolidated reporting service for a number of years but had never really promoted it strongly to users.
“The service complements our software as well as our AssetLink wrap account. It is ideal for advisers who have a mix of clients — some who prefer traditional retail products and others who are suited to a wrap service,” he says.
The deal with Lonsdale comes on top of deals struck with Count and RetireInvest, amongst others, to use the system to manage client’s investment data. More than 2200 financial advisers now have access to the system.
Fourteen high profile fund managers are available on the system, with other set to sign up within weeks, according to InvestmentLink general manager Peter Philip.
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