WealthLink Overview
WealthLink is a bilingual, intuitive Internet-based investment tracking system, which enables advisors to track the value of client portfolios, find out how funds are performing, calculate gains or losses and allows to generate statements and view historical statements, tax slips and trade confirmations.
WealthLink seamlessly integrates with the Unitrax transfer agency system and serves as a complementary eBusiness solution that delivers real-time web-based 24/7 secure access to an Investor’s financial portfolio with your company.