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 over 12 000 advisers, all financial planning and SMSF software, personal wealth management applications and the growing number of disrupter apps.

Our platform offers:

  • The easiest and most economical way to distribute your data
  • Easy to link streaming and real-time API
  • 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 or real-time 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

SMSF software developers

Access the data you want for all your users’ clients. From managed funds and wraps, to super funds and bank account feeds, InvestmentLink is the platform to use.

Fund data can be supplied either on a dealer group or client level basis.

Our API is easy to use and you can be up and running in a few weeks, with access to our free test environment.

All data supplied is direct from the account of the holder through more than 300 direct feeds. Managed fund and most cash management accounts provide data from inception of the account.

If your application includes Personal Wealth Management, client level feeds can be obtained from a further 300 data-rich sources.

Available Personal Wealth Manager feeds include:

  • Mortgages
  • Shares
  • Personal loans
  • Insurance
  • Building societies
  • Travel cards
  • Rewards programs (e.g. Qantas, Virgin, Flybys, etc)
  • Credit cards
  • Industry super funds

App and financial software developers
and disrupters

Building your application using the InvestmentLink Platform is the easiest, quickest and cheapest solution for you.

It’s the only independent financial data repository in Australia with direct feeds to more than 300 managed and superannuation funds, wraps and banks.

If your app calls for a more data-rich environment, we can also supply data from over 300 sources, including:

  • Mortgages
  • Shares
  • Personal loans
  • Insurance
  • Building societies
  • Travel cards
  • Rewards programs (e.g. Qantas, Virgin, Flybys, etc)
  • Credit cards
  • Industry super funds

Financial planners, accountants and tax agents

Would you like your clients to visit your website every day?
Do you want to get easy access to your clients’ bank statements electronically and be able to export in Excel or CSV formats for tax time (or any time)?

And, have you often thought you would like to provide the range of services that only the big end of town can provide but can’t because developing your own would be cost prohibitive?

Then InvestmentLink’s ready-to-go Wealth Management Solution is the easiest, cheapest and quickest way for you. It provides a branded web app allowing clients to see all their accounts in one place. Bank and super accounts, insurance and credit cards, shares and rewards programs and much more—all from a single log in.

Clients can group accounts such as investments or super (most people have several), and they can share any group with you at tax time or when advice is needed.

Most data is refreshed daily so the service is always relevant to your clients (read they will visit you often electronically to check their bank and credit card balances). You can also provide additional services such as scaled super advice or share trading at $5.95 per trade*.

We have access to more than 600 feeds so you can provide a service relevant to your clients very inexpensively.

* In development. Conditions apply.