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.