Solution introduction

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.

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