IDEAL FUNDS, EVERY PITCH

Introducing Your Ideal Fund Match

Best suited for financial advisors, wealth managers, and financial planners.

The Fastest Way to the Funds

YOUR CLIENTS NEED

AssetLink makes meeting your clients’ investment needs simple and convenient. Instead of fielding sales pitches from asset managers whose funds aren’t the right fit, advisors can simply filter or search for the fund and strategy characteristics they want, then connect seamlessly with those asset managers.

This means you can hand select the asset managers you want to engage with based on whether fund attributes align with the needs of your clients. You won’t have to screen phone calls to avoid listening to sales pitches from every wholesaler in your territory anymore.  

AssetLink Benefits for Advisors

Finding the right funds? No. The right funds come to YOU
Your customized profile represents exactly who you are and what you’re looking for
Convenience in the form of a single tech platform
Connect only with asset managers offering investment solutions you need

EFFORTLESS ACCESS TO A

Full Fund Universe

Financial advisors need solutions that align with the interests of their investors – from limited carbon emissions or a fund that focuses on a particular market. It’s often a long and arduous process to find a match.

Not anymore.

AssetLink is a data-driven, tech-enabled platform connecting asset and fund managers with advisors. Now you can seamlessly navigate the investment universe through a lens of client and firm needs. Filter and search for funds and asset managers that match your needs.

“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.”