Set up investment options for advisor use.
Control the list of approved investments and create predefined investment offerings for advisors to use. InvestLink provides a dashboard of the total number of active advisors, number of managed plans and participants, summary of all assets and balances by investments.
Oversight of advisors and their accounts is readily available. Authorized investment firm users can view all registered advisors and their affiliated accounts on the platform to review any positions and activity.
Control the list of approved investments and create predefined investment offerings for advisors to use.
Exports and Reports
Export trade histories, assets by advisor and complete NSCC record files for importing to your proprietary systems. View and print a variety of reports, including participant and plan statements, investment allocations, deferral rates and amounts, and census demographics. All reports are instantly created in PDF, Excel, Text or HTML for printing or archiving.