Investacorp provides all of our branch offices with a personalized domain name and a customizable website that we host for them. You are able to customize this website through the administrator that is incorporated into our full-featured broker platform - Investalink.Compliant Website TemplatesYour clients and prospects can visit you on-line and take advantage of a wide range of educational information and interactive tools including: Research, News, Charts & Graphs, Financial Calculators and Financial Eduation Articles. Sample website templates listed below: Domain Hosting and E-mail ServicesIn addition, Investacorp offers Integrated Host Email. Our hosting arrangement provides for integration with you website. We will facilitate hosting your email domain to ensure compliance with regulatory requirements. Client access to account informationIn addition, you may grant to any or all clients access to view their Consolidated Report online. They simply type in your branch's website address and enter the log in and password you created for them. They are able to access their consolidated report that includes their trading positions, positions held at the mutual fund or variable product sponsor, as well as any outside assets (such as their house, car or boat) that you've entered for them. The report is updated every two hours throughout the day and can include cost basis information, buy/sell history and dividend/capital gain history. With easy, on-line access to their account information your clients may have fewer inquiries for you and your office to field. |


Investacorp provides all of our branch offices with a personalized domain name and a customizable website that we host for them. You are able to customize this website through the administrator that is incorporated into our full-featured broker platform - Investalink.