Wayne Robinson
InvestmentLink, Australia’s largest financial data source, has integrated its comprehensive investment data feeds into a personal wealth management platform designed to support advisers in delivering clients’ goal-oriented outcomes.
The cloud-based platform, CashDeck, is designed for accountants, financial planners, mortgage brokers, tax agents and budget specialists, and hosts a suite of data feeds and other engagement tools.
The fully-customisable platform allows clients to manage all their financial information securely with a single log in. For advisers, it offers a feature-rich platform that allows for deeper insight into client financials —with unlimited opportunities to engage.
InvestmentLink Chief Technology Officer Wayne Robinson said the platform is designed to help clients understand their financial position in real time and support advisers develop plans to help clients reach specified goals.
“The data we provide offers advisers another analytical level. It’s easy to use and will help advisers better engage with clients and prospective clients. As well as the functionality, advisers can customise the platform – from managing functionality to fully branding the platform to support their businesses.”
“It’s very easy to set up, individual branding of the platform requires no design skills, and advisers can begin inviting clients to use the platform immediately. We have a scaled offering, from free plans to packages to suit larger groups. CashDeck is pre-populated with a series of emails that clients receive. So it’s very easy to manage from the advisers perspective,” Robinson said.
InvestmentLink will continue to add to the product suite, enabling partners to further tailor offerings to specific markets and offer scaled services.