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.
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.