When you are meeting with clients it is important to be able to present a current picture of their overall investment portfolio. This can be challenging when the client owns a variety of investments held in various brokerage accounts and at multiple product sponsors. Investalink provides a powerful fix to this problem with the Consolidated Statement tool.

Our Investalink system enables you to produce a statement with daily balances from our three primary clearing firms - Bear Stearns Securities Corp., National Financial Services and Ridge Clearing & Outsourcing - and positions held at close to 100 different mutual fund and variable insurance product sponsers.

Best of all, you can produce a Consolidated Statement for a client whenever you want, wherever you have internet access.