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Wealthlink

Wealthlink is a partnership between Intelliflo’s adviser software and the SS&C Hubwise investment platform. It allows advisers to set up client investment plans inside Intelliflo office, removing the need to login to the investment platform and rekeying data. It also means maintaining, rebalancing and reporting on investments can all happen from Intelliflo.

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Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Onshore bonds	Offshore bonds	Other

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

Table of charges

	Platform charges	Product charges	Other charges
£0-£250k	0.15%
£250k-£500k	0.125%
£500k-£1m	0.1%
£1m+	0.05%

Research, tools and information

Tools and data

Wealthlink has a full range of tax wrappers and investments, including access to external DFMs, a range of ETFs and other securities. Through the service it provides a paperless, fully digital solution, without the need for any wet signatures.