DISCOVER WHAT'S POSSIBLE

Tech-Enabled Sales at Scale

Best suited for asset managers, fund managers, portfolio managers.

Find the Right Advisors

every time

AssetLink makes it effortless to surface only the advisors seeking funds or strategies like the ones you sell. The AI-powered, bidirectional platform allows you to identify and reach out to financial advisors seeking the fund types or strategies you offer.

Asset managers can filter on specific criteria and reach out directly on the platform to their highest matches, eliminating hours wasted talking to advisors who would never or could never leverage their products.

You’ll get access to capital with the most robust, client relationship solution and data-driven distribution platform. Using AssetLink, you’ll experience:

  • A shortened sales cycle
  • Ability to broaden your reach within a diverse community
  • Convenience in the form of a single tech platform that can do it all
  • Streamlined business development costs

A Modern Approach

TO YOUR AUM GOALS

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.