AssetLink, the first AI-powered, bidirectional platform for asset managers and financial advisers, formally launches today, with the potential to completely transform the investing environment. Under the direction of creator and CEO Devon Drew, who was named one of WealthManagment.com’s Ten to Watch in 2024, the platform links buyers and sellers while revolutionizing the efficiency and accuracy of investment discovery.
Drew stated, “AssetLink is the first step in changing the future of asset management distribution today.” Not only do we link buyers and sellers, but we also use machine learning to match advisors looking for particular products with asset managers who have the ideal fit. By doing this, misalignment, wasted time, and irritation are eliminated, and our industry’s operations are profoundly and significantly altered.
The goal of AssetLink’s development was to provide the most advanced and effective solution for matching product need and fit in the wealth management sector. On the new platform, advisors can interact with certain asset managers depending on the characteristics of their businesses or funds they have created, and asset managers can find and get in touch with advisors and accredited investors looking for particular fund types or strategies. To put it briefly:
Regardless of the size of their sales force, asset managers with innovative solutions use AssetLink’s knowledge to deliver their strategies to market at scale.
Advisors can access a greater range of assets more effectively and efficiently, and they won’t have to waste time on uninformed cold calls or badly written emails and direct messages.
AssetLink accelerates financial innovation, reduces sales cycles, and saves time and energy for both buyers and sellers.
The CEO of Ritholtz Wealth Management and an early adopter of AssetLink, Josh Brown, expressed his regret that the platform had not been available to him earlier in his career. It’s an extremely efficient use of technology. I can’t even begin to count the number of hours I’ve missed as an advisor dealing with wholesalers that weren’t providing me with the goods my clients genuinely required. That inefficiency is eliminated with AssetLink, which saves me time and greatly improves the quality of our talks with fund managers.
JP Morgan, American Century Investments, Simplify, Krane Shares, Harbor Capital Advisors, and Shenkman Capital are a few asset managers who use the platform for tailored searches and communication to advisors and clients. Currently, the site has 7,400 advisers that have opted in and 67 asset managers with profiles.
