InvestLink Introduction InvestLink Introduction


Are you struggling to keep up with the manual process of creating comprehensive Balance Sheets and Income Statements for your clients? Are you rekeying information from brokerage statements? Are you tired of systems that do not talk to each other?

We are pleased to announce a unique solution in the marketplace that enables the integration of investment data into your general ledger system in an automated and scalable manner. InvestLink* by Datafaction, integrates investment data from your client’s brokerage accounts or from your investment reporting system directly into AgilLink.

Investment Account Data Aggregation

For firms that are manually entering information from brokerage statements we can electronically aggregate information from over 300 financial institutions. On a nightly basis we collect holdings and transaction information and transform that information (based on your reporting needs and specific Chart of Accounts) into dual sided journal entries.

This allows you to scale your operations, reduce errors and increase your reporting frequency.

Learn more about our data aggregation and investment data integration capabilities

Investment System Integrations

For firms that already use an investment reporting system, our API integration 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 your technology to meet your unique business needs.

We currently have integrations with Addepar** and Envestnet Tamarac** and will be adding more integrations based on client demand.

Learn more about how Addepar integrates with AgilLink

Or download our Addepar for Family Offices Solutions Brief

Learn More

To learn more please fill out the below Contact Us form and we will send you our InvestLink Solution Brief and reach out to you to schedule a demonstration.

*InvestLink is a service mark of Aspire Financial Services, LLC which is not affiliated with Datafaction.

**Addepar and Envestnet Tamarac are not affiliated with Datafaction.


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