Collaborate with your clients in a secure virtual workspace 

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Client Insights At Your Fingertips


Improve Sales Results


⇒ View client activity and discover opportunities in real-time

⇒ Know when clients view an illustration

⇒ View a more comprehensive picture of their portfolio

⇒ Get access to their network of friends, family, and associations


           Learn More

Link Advisor Dashboard (1) (1)

Supercharge Sales & Improve Client Relationships



Develop Multi-generational book of business

Over 66% of children fire their parents' advisors.  Link prevents this from occurring by helping you create a direct relationship across generations.



End Encrypted Email Frustrations

You're responsible for the security of your clients' information, but encrypted emails are annoying.  Link replaces the need for encrypted emails. 



Generate More Prospects

Requesting referrals annoys many clients and rarely produces significant results.  Link uncovers your clients' best referrals naturally and automatically without self-serving requests.


Save Time

Develop processes that are predictable and reliable and offer peace of mind to you and your clients.  Use Link to establish a unique workflow that fits you and your collaborators.


Create Loyal Clients

Exceed your clients' expectations by offering digital services that make it easier for them to manage their lives, prepare for the future and do business with you.  Link helps you build loyalty that lasts.

Select Your Plan



10 connected clients

Files & Documents - 5 GB

Document Library

Insurance Records

Finance Records

Client Insights



Select Plan




50 connected clients

Files & Documents - 10 GB

Document Library

Insurance Records

Finance Records

Client Insights



Select Plan





Expand Your Capabilities



Anything at Anytime

Clients and partners expect secure digital storage of information with the ability to search, filter, access and easily share with others.



With Everyone

Streamline the back and forth of communicating with everyone you do business with - including your clients, their family members and other professionals.



More About Your Clients

Leverage valuable insights and timely notifications that identify gaps and needs providing you the information to recommend new solutions that result in new sales. 

Features to Connect and Collaborate

Link Advisor Document Library



Store and Organize Client Information 


⇒ Upload supporting files securely

Add detailed information

Include comments and notes





Information Sharing With Ease


Give your clients instant access

Control what you can share

Enable clients to share with others
Link Consumer Finances


Instant Alerts Keep You Informed


Get notified when clients view files

Know when your items are shared

⇒ See when your client adds new information 


Try For Free


Frequently Asked Questions

Can I cancel my subscription?

The subscription term is 1 year.   You may cancel at any time, but your subscription will remain until the year contract expires.

Can I upgrade?

Yes, you may upgrade your subscription at any time.  Your subscription date will not change, and the upgraded plan charges begin on the upgrade date.

What counts as a contact?

Anyone you add is considered a contact.  However, anyone your client adds will not count towards your contact allocation.


Is Link Secure?

Yes.  All data are stored securely and encrypted at rest using AES 256 (Advanced Encryption Standard).  We perform regular threat assessments, both internal and external, to routinely test our application and infrastructure security posture.

Can I add a link to my website for clients to use?

Yes.  Advisors receive a unique tokenized URL, which can be embedded in email signatures or website.

Do you have an enterprise plan?

Yes -  in fact, several insurance companies and insurance agencies use Link enterprise-wide.   Contact us for more details.

Looking for more information?

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