Linking People, Investments and Technology
InvestLinkSM is an innovative, open-investment, conflict-free, compliant-driven, technology platform that links the retirement planning community with over 25,000 investment options delivering smart solutions for any plan type independent of average account balance or plan size—enabling our partners and customers with strong economic value and competitive advantage through a cost-effective transparent pricing structure and fully built operational model.
The enhanced InvestLink platform delivers a more enriched experience with technical and operational flexibility to enable customized, configurable models including private-label branding options. InvestLink provides easy-to-use navigation tools, mobile capabilities, self-service and processing automation, and solid data analytics and reporting. The upgrades to InvestLink deliver features and functionalities that provide consolidation across plans, reducing vendor management and providing one system for overall plan management—streamlining operations and saving time.