General Info

InvestLink Technologies supports clients through a strategic partnership that delivers a wide range of support from a staff who knows the defined contribution business. InvestLink's value-added support includes new distribution methods for clients; recurring revenue through sale of systems and fees from fund companies, trustees and broker/dealers; and the sponsorship of an affinity group of retirement plan service providers. InvestLink offers innovative technology built from the ground up by InvestLink's experts in the defined contribution business. InvestLinkASP is a Windows-based platform that integrates recordkeeping, information processing, trading and administration. The system handles 401(k), 403(b), 457, ESOPs, profit sharing, money purchase and non-qualified plans. The system also offers over 35 different trading vehicles. InvestLink will build trading links to any trading or distribution partner a client may need at no cost. The system features an industry-unique "pay as you grow" pricing schedule. All features are bundled in the system for one fee. The system also offers an unlimited amount of funds and money sources. There is no per-head license fee to interfere with TPA growth.