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A variety of functions that are vital to the day-to-day operation of your business can be performed with ease through the Investalink system including opening new accounts, pre-filling forms and administering your website.

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
Quickly create blotter entries for Mutual Fund, Variable and Brokerage transactions; Checks & Certificates can also be recorded.

Cost basis update tool
Properly documented cost basis can be submitted through Investalink. Updates typically take between 48-72 hours for you and your clients.

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.

Technology Partners

Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients' assets. Albridge has been fully integrated into our proprietary broker platform, Investalink, and consolidates client account data from hundreds of disparate sources — proprietary, banking, brokerage, insurance, retirement, alternatives, trusts, etc. — making it the industry's most scalable and reliable enterprise wealth management solution. With Albridge and Investalink, you can focus on your core business, while we focus on delivering accurate data to help you expand and deepen relationships with your clients.