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.