Link. offers fast, scalable, secure, digital portals for financial services businesses to interface with their clients and accelerate the client onboarding process. We deliver more clients, faster, more accurately and with higher client satisfaction than ever before. Interactions throughout the account opening phase are crucial in gaining new clients and keeping them. We allow you to focus on getting your clients onboard as quickly as possible and with the fewest drop-outs, all while having complete visibility over the process and remaining compliant with regulators.
Don’t let PDF’s, endless back and forth emails and clunky systems get in the way of your ability to onboard, track and manage your clients. Whether you’re in wealth management, securities brokerage, insurance, fiduciary services or any industry where gathering accurate client data is a key part of your business, we have the solution. With simple monthly pricing, fast turn-key deployments, cloud or on-site with your IT team, we’re ready to go.
Want to make it your own?
We offer white label services so you can customise your deployment and get a digital solution in front of your clients fast. Your logo, branding, wording and everything in between for a truly turn-key solution that is yours for a fraction of the cost of building your own. Build on top of our success.
Register for a 30 Day Trial on our platform. Start today.
Want to become a technology partner? Head to our Partner page.