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Your Website
Your Investacorp Supplied WebsiteInvestacorp 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 Templates

Your 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 Education Articles. Sample website templates listed below:

Domain Hosting and E-mail Services

In addition, Investacorp offers Integrated Host Email. Our hosting arrangement provides for integration with your website. We will facilitate hosting your email domain to ensure compliance with regulatory requirements.

Client access to account information

In 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 daily 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.

 

Technology Partners

Thomson InvestmentViewThomson 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.

 

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Investacorp, Inc. is a subsidiary of Ladenburg Thalmann Financial Services Inc.