

Linktank supports technology providers, independent financial advice practices,
networks and corporate financial services institutions.
“We are immensely grateful to Linktank for managing our Xplan project. Their expertise was pivotal in our data cleanup, and their diligent oversight ensured that our core business processes were developed promptly. This allowed me, as a financial planner and business owner, to concentrate on my specialties while relying on Linktank to realize my vision."
It is an absolute pleasure to deal with Linktank. Robyn, Richard and Russell are very knowledgeable and always very willing to assist. If only there were more companies with the same work ethic!
The Linktank team is driven by a passion to create and deliver on new ideas and that is reflected in their work. It is a team that strives for excellence and is open to experimenting and assisting us to streamline processes and procedures for our advisers. The team is solid, efficient, and knowledgeable.
"I am Bernard Lubbe, Head of Projects at the FIA. We worked very closely with Linktank to obtain a solution for our CRM and system requirements, and I am pleased to recommend them for their exceptional work. In summary, Linktank is a reliable and skilled partner. I highly recommend them for any implementation project."
While many solutions claim to offer comprehensive capabilities, no single software can effectively cover every aspect of financial advisory needs, particularly in multi-disciplinary businesses.
Since customer service has become a key ingredient in cementing relationships, Financial client helpdesks have emerged as a tool for improving greater customer satisfaction.
"What do you mean this is the end?" said the man after his colleague deplored the major threat that Artificial Intelligence poses to us all.
The impending integration of generative AI into the financial advice sector prompts diverse speculations about its implications.