Investalink also provides you with some very powerful tools that allow you to provide your clients the very best in service and information.

Performance Reports

For your clients with TARGET accounts through our registered investment advisory firm - Investacorp Advisory Services - we post the quarterly Advent performance reports on-line through Investalink. The reports are conveniently posted there for your use and archived so that you may easily refer to a past performance report when needed.

Mutual Fund Center

The Mutual Fund Center offer three Morningstar products that make it easy to pinpoint individually suitable Mutual Funds that meet specific investment goals. The Morningstar products provide a wide variety of domestic mutual fund information. Through simple navigation a user can quickly find information on specific Mutual Funds.

Fund Compare - Compare funds against each other to identify which have the best returns, the highest ratings, the lowest expense ratios, and much more.

Fund Selector - Allows a user to find funds that meet a specific search criteria.

Quicktakes - Offers in-depth information such as performance, holdings and fee information on specific funds.

Financial Planning

Financial planning services are available that include tools that position Registered Representatives in a key advisory role. These tools enable you to create custom reports for your clients and prospects that will compare their current holdings and retirement account assets to a recommended strategy based on a personalized client profile.