How it works

Fund managers, super funds and wraps

Data aggregation and flexible file formats

InvestmentLink‘s 20 years of financial fund data gathering and distribution expertise enables you to deliver your data to thousands advisers, as well as financial planning and SMSF software and personal wealth management applications.

Our platform offers:

  • The easiest and most economical way to distribute your data
  • Easy to link streaming and real-time API (coming soon)
  • Acceptance of any data format, no need for expensive customised builds that don’t suit your needs
  • Single data point instead of individual software vendors, dealer groups and advisers consuming your data
  • The first line of support for all customer issues
  • Daily updates of your fund data to your distribution channel
  • The consolidation of accounts
  • Reconciliation of every holding on a weekly basis for:
    • Missing transactions
    • New holdings that are awaiting transactions
    • Merged clients
    • Client accounts transferred