Technology Training
 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.Investalink training services are available onsite and online to help you achieve the optimal level of performance and profitability. Getting started with Investalink is easy. We provide a short training session to help you get familiar with our product and it's capabilities. Additional training is also available to ensure that your staff uses Investalink to their greatest benefit. Our specialist is available onsite or offsite to provide the highest level of proficiency. Training is available for groups or individuals on a firm by firm basis. Our Support Team is continually involved with the design and testing of improvements to Investalink, and as a result can answer questions ranging from training to configuration issues. Whether you prefer to use the telephone, email, our STAR(Service Tracking And Response) ticketing system or our new Instant Messaging Service called Live Chat, Investacorp's support team is dedicated to serving our Financial Advisors. |
Thomson InvestmentView provides a complete point-of-sale solution for financial advisors and product providers. While trends in investing may change, the need to locate, recommend, and support investment options for your clients remains fundamental. Thomson InvestmentView lets you convey complex financial recommendations in a way your retail clients can understand and appreciate. Thomson InvestmentView provides the fundamental tools needed to make and support recommendations on open end, closed end and exchange traded funds, indexes, variable annuity, and variable life contracts with integrated Lipper Leader Ratings and Lipper Awards.