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We firmly believe that Investacorp's technology is among the most advanced available in the broker-dealer industry. It is also the most affordable.
You see, Investacorp is dedicated to providing you with state-of-the-art tools to help you manage and grow your business. We provide these tools to you at no cost. We want you to use these tools so that you can be more productive, because when you are enabled to be more productive we all profit in the end.
That old adage that you can't get anything for free just doesn't hold true in the case of Investalink, our integrated back office application. As an Investacorp Registered Representative you will enjoy all of the benefits of Investalink's many advanced tools:
We firmly believe that Investacorp's technology is among the most advanced available in the broker-dealer industry. It is also the most affordable; Investacorp is dedicated to providing you with state-of-the-art tools to help you manage and grow your business. We provide these tools to you at no cost. We want you to use these tools so that you can be more productive, because when you are enabled to be more productive we all profit in the end. That old adage that you can't get anything for free just doesn't hold true in the case of Investalink, our integrated back office application. As an Investacorp financial advisor you will enjoy all of the benefits of Investalink's many advanced tools. |
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 Not sure of how to best utilize Investalink's portfolio of tools and services to grow your practice, lower your costs and improve your customer service? We can help! Our trainer is available to team with you to provide the best available solution and ensure that your practice achieves maximum benefit from each and every service we offer.
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The Power of Information
To properly service your clients, you need the most current information on their investments. This includes information on their positions and balances within a brokerage account, as well as up-to-date data on those investments they may own that are held directly by a product sponsor.
Investalink provides current information from our clearing firms, as well as daily updates from well more than 100 of the most prominent mutual fund and variable product sponsors.
We sort through all of this data from these various sources and then make it available to you through one easy resource. So, whether your client has a question on activity in their brokerage account, or they are asking about a position held at a product sponsor, you and your staff will be able to easily field their inquiry by logging on to Investalink.
When you're looking for a more global perspective of your accounts, Investalink provides tools as well. Various features of the system allow you to search for data regarding your entire book of business. This includes a comprehensive moneyline report that gives you up-to-the-day insight into which of your clients has cash or money market funds available to potentially invest. It also includes tools that allow you to pull up all client owners of a particular investment product or all owners of funds within a certain family. You can sort your search results using a variety of criteria. It's all there for your easy access.
 To properly service your clients, you need the most current information on their investments. This includes information on their positions and balances within a brokerage account, as well as up-to-date data on those investments they may own that are held directly by a product sponsor.
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 Investacorp has partnered with several leading product and software companies in the following fields: Financial Planning, Client Management, Research & Analysis, Marketing, Portfolio Management and Financial Data Aggregation.
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 The true power of the system is demonstrated through the Consolidated Report feature. Using this Investalink tool, you can link certain accounts for a client or family and produce a Consolidated Report for all of their accounts. The report lists positions, values and balances for all accounts held by that client or family, whether trading accounts with a clearing firm or mutual fund accounts held at any of our participating sponsors. It even has some cost basis data. |
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