Ten Functions Integrated into Investalink
Quickly open accounts online
Input client information once, use it to open multiple accounts.
Are you transferring more than 100 clients? We can bulk import your client information into Investalink.
Auto populate our PDF forms with your client information
New Account forms, Change of Dealer, Account Transfer, Brokerage Accounts, IRA Agreements and more.
Integrated Trade Blotter system
Create blotter entries for Mutual Fund, Variable and Brokerage transactions; Checks & Certificates can also be recorded.
Review assets under management for you or your entire branch over the last 12 months. Drill down into any month for additional details.
Inspect commission revenue per client including a breakdown of advisory, brokerage or direct business.
Commission rates calculator
Determine the range of commission it is appropriate to charge based on a multitude of factors.
View a detailed breakdown of costs & payout per transaction.
Commissions & Trails search
Search by client name, sponsor name, SSN, ticker symbol, date range, rep number and more.
Client Consolidated report
Display all assets on one report whether they are held in a brokerage account or held directly; month end reports are automatically generated and archived to Investalink. Create customer household reports for either one client or an entire household.
Broker website administrator
Customize your website through Investalink – add content, pictures and articles.
Also features a built in Compliance interface – all changes initiated and approved online.
Compliance approved sales letters
Auto populate any one of 40+ Compliance approved marketing letters with your client or prospect information.