Waddell & Reed WealthLink: Link, Overview & Videos
WHAT IS WADDELL & REED WEALTHLINK?
The Waddell & Reed WealthLink site is a financial planning platform that allows advisors to interact with clients on a new level: using a collaborative data-collection process through the utilization of Waddell & Reed WealthLink, presenting planning solutions remotely by use of the Screen Sharing functionality, and quickly and easily illustrating effects of decisions on a client’s financial life using both the Decision Center and Goal Planner.
Clients can use the site to record spending, set a budget, track their investments, or use the Dashboard to view their financial life in one place. Sophisticated data aggregation technology allows clients to connect their investment accounts, bank accounts, credit cards or other lenders to their Waddell & Reed WealthLink site.