iLink is a customized back-office and financial advisor workstation available exclusively to Triad advisors. As Triad’s proprietary virtual desktop, iLink improves office efficiencies through online account opening, compliance monitoring, comprehensive client management, consolidated statements for clearing firm and direct account business and online commissions tracking.
Acting as a central hub, iLink provides daily updates from the Triad home office, the ability to complete forms and applications online, real-time market data, quick log-ins for inter-application connectivity and seamless integration of third-party applications. And because security is of the utmost importance, iLink is password protected and maintained on a secure network.
Also available directly on the iLink website is Upload Central, a state of the art business processing system used daily by advisors. This innovative solution allows for the electronic submission of client account paperwork directly to Triad’s Brokerage Services team. As a “Green Initiative,” Upload Central decreases paper flow, reduces expenses and allows for the quick and efficient movement of client assets.