For Partners
Drive growth, run your business with speed and agility by leveraging LINK’s Workplace Savings Platform.
For Financial Institutions
Empower your corporate clients with LINK’s Workplace Savings Platform, a cutting-edge digital solution that seamlessly integrates with your financial institution’s ETF lineup.
As a first among major Canadian financial institutions, LINK enables businesses to offer employees a smarter way to save with:
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Retirement Savings Plans (RSPs), Tax-Free Savings Accounts (TFSAs), and Deferred Profit-Sharing Plans (DPSPs)
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ETF investment options (including, or even limited to, your own) for greater distribution for you – and diversification, flexibility, and lower fees for clients
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Automated payroll deductions and employer matching contributions
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Portfolio rebalancing to help employees stay on track with their savings goals
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A digital enrollment process that assesses risk profiles and investment objectives
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An online employer portal for simplified administration, reporting, and member updates
Enhance your financial institution’s service offerings and strengthen client relationships by providing businesses with an innovative, full-service savings platform through LINK.
For Advisors
Expand your revenue streams
It’s critical to diversify your advisory practice, provide additional services to your clients and find new revenue streams without taking on additional administration. Advisors want to focus on what they do best – manage relationships with their clients. LINK’s recordkeeping platform modernizes how advisors attract new clients, maintain client excellence and build their book.
Take control of your offerings with our efficient, modular and compliant employer-sponsored compensation plans including workplace savings, equity and HSA plans. Our low, transparent fees, flexible investment offerings and proprietary digital onboarding and robo-advice help you offer the right plan.
Impress your clients with LINK’s fully digital and easy-to-use platform. Give your clients the experience they deserve with comprehensive and flexible group plans they can understand and appreciate.
Modernize your group plan offerings with Link
Group plans that add value to your business, helping you build strong client-advisor relationships
- Reduced back-office administration
- Low fees
- Digitally managed onboarding, KYC and investment portfolios
- Simple and modern user experience
