wealthlink

Key less, do more with wealthlink, our industry-first intelligent platform integration.

wealthlink redefines how you put investment plans into action. Remove rekeying, improve outcomes and reduce admin time by investing and managing your clients’ portfolios directly from intelliflo office.

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Discover how wealthlink can benefit your business.

Our dedicated team will also support you with requirements, due diligence, and set you up for future success.

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No rekeying means an end to errors, and everyone becomes more efficient. With our seamless platform integration with SS&C, you can do everything you need from one familiar place in real-time. It’s just quicker, easier and better this way.

Intelligent integration means never having to leave intelliflo office to put your clients’ investment plans into action. Reporting and maintaining financial plans are easier and quicker than ever, which is better for your clients; better for you.

The SS&C platform is everything you could want from a modern platform. It’s paperless, wet-signatureless, open architecture, and has a full range of tax wrappers and access to external DFMs. Pricing starts at 0.15% and reduces from there.

Open and manage plans in minutes

wealthlink has been carefully designed to simplify the way you work, ensuring all the data necessary is captured in intelliflo office so you can set up, manage and maintain plans without needing to move between systems – reducing rekeying errors from 50% to just 1%.

Generate illustrations and open accounts your way

Whether your firm prefers a full advice process, a shorter prescribed route for illustrations and applications, or simply wants to generate an illustration and application from a plan record, there’s now more flexibility to how you can benefit from wealthlink.

Service existing accounts in minutes

Save time by amending fees, topping up accounts, actioning withdrawals, switching investments and other actions, all in one go and executed in real-time.

Streamlined integration

  • Super charge efficiency and spend less time implementing plans, and more time reviewing them with your clients
  • No more switching between disparate systems. Timeouts and logins disappear, rekeying is removed, and errors are ejected
  • Maintain full control of your clients’ plans, access SS&C’s advanced platform functionality, and do everything you need from one familiar place

Investment choice

  • Create multi-investment strategies in GIAs, ISAs, JISAs and SIPPs
  • Choose from a full range of tax wrappers and advanced features like fractional trading of ETFs and sophisticated rebalancing
  • With over 30 third-party DFMs and access to over 3,000 UK funds, there’s a suitable model portfolio service for everyone

Market-leading pricing

  • Suitability isn’t necessarily the same as price, but it helps to have a market-leading price
  • Platform fees start from 0.15%, decreasing to just 0.05% depending on the sum of investment
  • Best of all, these terms aren’t dependent on the size of your firm, or any commitment to place a certain level of assets.

SS&C Wealth Platform

  • A market-leading platform servicing wealth managers, advice firms and D2C propositions in the UK
  • Used by around 350 firms and over 10,000 advisers servicing over 30,000 end investors
  • The SS&C Wealth Platform administers £8 billion of assets in direct custody and a further £11.5 billion indirectly.