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.

Investalink provides current information from our clearing firms, as well as daily updates from well more than 170 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, our Consolidated Reports. 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.