How Financial Advisors Use AssetLink

How It Works

LET AI BRING THE FUNDS TO YOU

No more screening phone calls for the right funds. There’s a better way: with AssetLink.

Think of AssetLink as an online matchmaker for advisors and asset managers. Instead of avoiding asset manager sales pitches, you’ll receive outreach only from asset managers whose products match your fund needs.

Only the funds you need, and none you don’t. Just three easy steps:

01

Build

your profile

02

Search or Filter

for asset managers by specific criteria

03

Reach out organically

to your matches on the platform

Build Your Profile

On AssetLink’s intuitive, user-friendly platform, you can build a profile that represents exactly who you are and what you’re looking for.
Include:

AUM
Asset Class Interests
Custodian(s)
Vehicle and Alternatives Usage

Our platform leverages advanced machine learning to recognize and match you only with asset managers offering the investment solutions that fit your parameters. The best part? AssetLink is free for RIAs to use.

“Arbor Digital is honored to partner with AssetLink to connect our specialized digital asset investment strategies to asset managers and wealth managers in the US. We look forward to doing our part in helping them execute on their BIG initiative, which is to raise $1 trillion in diverse manager AUM. We look to capitalize on our alignment in mission and culture.”

“I use AssetLink for insights into the fintech platform that they offer. They help expand our reach in terms of our investors and our prospects, we really value their services.”

“Thank you Devon and your entire team at AssetLink. With Cary Street Partners you’ve made a huge positive impact on the launch of Fairlead Strategies innovative TACK.”

“The AssetLink platform is providing national intrinsic value, and eventually global as it relates to capital allocation. AssetLink’s candid ability to match industries advisors and asset managers regardless of asset class is phenomenal. This platform will alter the standard way of how capital placement is done.”

“AssetLink provided us instant access to a newer market for us. Their ability to use technology to amplify our message, connect us to new partners and shorten our sale cycle was a no brainer for our team.”

“AssetLink has evolved the process of connecting asset allocators to asset managers which has made this key part of our business plan much more efficient and effective. We have been able to connect with those who could benefit from our services, many who we would not have been able to access on our own. Looking forward to continuing our partnership.”