We are pleased to announce InvestLink1 is now available on AgilLink by Datafaction. InvestLink integrates investment data from your portfolio management system or brokerage accounts directly into AgilLink. InvestLink integrates with leading investment reporting systems and data aggregators.
Investment System Integrations
For firms that already use an investment reporting system, our new API gives firms the opportunity to create a best-of-breed technology stack that facilitates seamless integration from their investment system to AgilLink. You will be able to tailor their technology solutions to their unique business needs.
For firms that are manually entering information from brokerage statements we can electronically aggregate information from over 300 financial institutions. Only a nightly basis we collect holdings and transaction information and transform that information based on your reporting needs and specific Chart of Accounts.
This allows you to scale your operations, reduce errors and increase your reporting frequency.
1InvestLink is a service mark of Aspire Financial Services, LLC which is not affiliated with Datafaction.
To learn more download our InvestLink Solution Brief