WealthLink Features

WealthLink is equipped with the following features:

• Allows you to access portfolio-level information 24/7

• Allows you to access information from any Internet-enabled device

• The following four different users can access the WealthLink application:

• Representative - Allows to access their client portfolio and Advisor data relevant to their book of business

• Multi-Rep - Allows representative level access for a group of linked Advisor codes

• Dealer - Allows full account and advisor access for entire book of Dealer business

• Call Centre - Allows Management Company call centre personnel to access WealthLink application with one single user ID allowing them to provide support to all investors, dealers and sales representatives

• Allows the dealers/brokers to access information related only to the advisors they manage and associated investors (client).

• Includes the following advisor related additional information:

• Assets Under Management Reporting

• Account Listing Report - Market values, Deferred Sales Charge (DSC), free unit, and assigned unit information

• Compensation details (Commission & Service Fees):
- Transaction Commissions
- Service Fee Historical Details

• Allows you to produce a variety of charts and graphs on demand, such as portfolio allocation, market value analysis, rate of return, and return of capital. In addition, printable statements can be produced for a desired date range in both PDF and Excel formats.

• Follows security mechanisms designed to enable secure access to data:

• Encryption and Decryption - For Encryption and Decryption, our Website uses 256-bit encryption technology to ensure that unauthorized parties cannot access your personal information. Data sent from the user's PC, tablet, or mobile device is encrypted before transmission. Encryption converts the data into a format that can be safely transmitted over the Internet. Encrypted data cannot be read until it reaches its destination and is decoded, using a decryption key.

• Digital Authentication - A digital authentication certificate is issued and managed by a recognized and trusted certification authority. L&T Infotech uses Entrust, a world leader in certificate authentication, to ensure that WealthLink encrypts and certifies client data.

• User Authentication - Only users with the correct combination of User Code and Personal Identification Number (PIN) are granted access to the Website. The user code is unique to each fund company and the PIN is unique to each individual.