More than 4 400 000 client accounts,
$40 billion in funds and 12 000 Advisers
For 20 years we have established a track record for delivering quality investment data to financial advisers and financial service software vendors. No one in the industry has a network like InvestmentLink.
Our origins grew from the need for wealth managers and advisers to have a streamlined and efficient mechanism for the delivery and consolidation of wealth management information. To this day, InvestmentLink maintains a healthy relationship in the industry, sourcing data from over 50 wealth fund managers including leading product providers Perpetual, BT Australia, Colonial First State, MLC, OnePath, AXA to name just a few. We distribute our data to over 200 dealer groups covering 12 000 advisers.
We are also the prominent choice for independent service and software providers operating in the financial adviser, SMSF, research and accounting sectors.
As the leading independent provider of investment information, InvestmentLink can supply data on a next day basis, allowing users to keep their client portfolios up to date and provide accurate client reporting and fund data (including managed funds, unit pricing, commissions, shares and cash products).