Online access to operations for partners and clients
Wealthlink offers a secure, intuitive, and user-friendly platform tailored to provide partner clients with seamless online access. This innovative interface offers real-time accessibility, enabling the online validation and approval of generated reports effortlessly. Partner clients can conveniently access a comprehensive array of information, including daily time records, log sheet summaries, and statements of accounts, from any location at any time. This streamlined process allows them to review and approve reports with just a few clicks, saving valuable time and effort. It simplifies administrative tasks, enabling our partner clients to focus on more critical aspects of their business.
