InvestmentLink
by Midwinter · Wealth and investment platforms · Sydney, NSW, Australia
Independent data repository feeding platform and portfolio data into advice.
What InvestmentLink does
- Missing transactions,
- New holdings that are awaiting transactions,
- Merged clients,
- Client accounts transferred.
What InvestmentLink is used for
- Consolidate financial data for planning software
- Distribute fund data to distribution channels
- Reconcile and validate received data
- Maintain client portfolios and client reporting
- Store and deliver data from a single point
Who InvestmentLink is for
- Super funds
- Wealth and investment managers
- Financial advisers
- Advice practices
About Midwinter
Financial planning and digital advice software for advisers, advice practices, licensees and superannuation funds in Australia.
Midwinter in the vendor registry: its products, features and similar vendors.
Also by Midwinter
- AdviceOS: Financial planning software with modelling, product comparison, practice management and compliance.
- Omnium: Insurance comparison and research module for advisers.
- Financial Advice Software (AdviceOS): Core advice software platform with CRM, product analysis, compliance management and digital delivery capabilities.
- Midwinter Digital Advice: Next-generation engagement platform for member-centric digital financial advice delivery at scale.
More in this category: Wealth management and investment platforms.
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