How Asset Managers Use AssetLink

How It Works

The Power of AI in a Simple User Interface

Asset managers have traditionally spent countless hours of research on advisors whose clients
are not a fit for their products.

AssetLink eliminates the traditionally time-consuming, manual process of researching, vetting, and reaching out to financial advisors as potential fund buyers. The platform’s powerful filtering and automated matching capabilities allow asset managers to easily sort through a universe of financial advisors to zero in on those whose needs align with their products.

The streamlined process dramatically reduces friction, shortens sales cycles, and better enables asset managers to reach their AUM goals.

01

Build

your profile.

02

Search or Filter

for wealth managers/financial advisors by specific criteria.

03

Reach out organically

to your matches on the platform.

Filtering Data

We utilize public and paid data sources to match asset managers with a product fit, to wealth managers who have a product need. This includes sources like social media posts and reviews, newsfeeds, and external demographic or geographic data.

What kind of filters? Search an entire universe of financial advisors by key criteria like:

AUM
Investment Focus
Custodian
Alternatives Allocations

Match-making Algorithm

Our platform leverages advanced machine learning techniques and matchmaking algorithms to recognize and match you with the most suitable clients based on your product fit, interests, business models, investment strategies, and background.

“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.”