AssetLink connects FA’s to Asset Management and Insurance Companies

HowitWorks

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  • Gone are the days of unwelcome cold calling and poorly timed office visits by well-meaning sales people trying to help you manage, promote and grow your business.
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  • AssetLink allows Advisors to stay in control in the wholesaler provider process.
 
Post Projects
  • Need marketing ideas for a seminar?
  • Want to learn about a specific ETF or mutual fund?
  • Post your projects and our algorithm will connect you to the right
    wholesalers in your territory.
 
Select a Partner
Only applicable Wholesalers will respond to project opportunities, allowing FA's to select the best wholesaler to work with.
Grow Your Business
Connect and collaborate quickly and simply to find the right solution for your client.

Benefits for:

  • Browse the only comprehensive online directory of Asset Managers and Wholesalers online
  • Find wholesalers – Quickly determine who supports your territory within a few clicks. From any company
  • Identify products and solutions – Have the ability to learn what other products are offered by a wholesaler
  • Optimize communication – Be able to reach out quickly and effectively to have questions/concerns addressed
  • Grow your business – Be able to recommend products easier and with more confidence


  • Maintain current business – Financial advisors will be able to access wholesalers who supports their territory
  • Provide better support to Advisors – with the opportunity to upsell
  • Manage territory – only on demand solution to help maximize opportunities within a territory immediately
  • Promote yourself – highlight unique skills and interests to make real connections with Advisors by using the wholesaler dedicated profile page
  • Grow your business – by receiving leads and being a searchable option for Financial Advisors


Share A Project. Grow Your Network.

Are you a Financial Advisor?

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Are you a Wholesaler?

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