Our Clients
Clients of InvestmentLink include the key players in the Australian wealth management industry, such as ANZ Bank, Commonwealth Bank, National Australia Bank and Westpac Banking Corporation; many of the top 20 wealth management product providers including, AMP, ING, AXA, Mercer HRC, Credit Suisse, Asgard Wealth Solutions and Perpetual; and 8 of the top 10 adviser distribution groups in Australia including Count, AMP FP, Retireinvest and Securitor.
A brief snapshot of how some of the technology solutions provided by the InvestmentLink Group are utilised include:
- The e-Portfolio service consolidating $40 billion within 1.2m investor accounts for over 9,000 advisers within 65 of the top 100 dealer groups in Australia;
- DMS processing over $1 billion in commission payments to 4,800 advisers in 2006;
- The SuperChoice service handling regular superannuation contributions from 50,000 employers on behalf of 1.3m employees worth over $5 billion annually;
- FundClick providing access to over 6,000 products within 110 different product disclosure statements spanning wraps, mastertrusts and retail funds;
- FundData maintaining a comprehensive historical fund database of over 12,000 products, in many cases going back more than 10 years.
The InvestmentLink group is recognised as a strategic supplier to many large Australian financial institutions and has rigorous controls, security and compliance procedures in order to meet the stringent requirements of our customers. Customer outsourcing agreements are compliant with APRA (Australian Prudential Regulation Authority) outsourcing requirements.
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