Australia-based financial data provider InvestmentLink has enhanced its personal wealth management platform, CashDeck, by integrating its investment data feeds into it.
CashDeck is developed especially for accountants, financial planners and mortgage brokers. It covers all the client’s accounts across multiple financial institutions.
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The integration, which aims at supporting financial advisers to offer outcomes-oriented advice to customers, will allow clients to manage all their financial information.
InvestmentLink chief technology officer Wayne Robinson said that the platform has been developed to support advisers support plans to help clients reach goal-oriented outcomes.
“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,” Robinson added.
