ASSETLINK

AssetLink is a decision intelligence company, that unlocks the data for the wealth management ecosystem. Our mission is to provide intelligence, where firms need it, to increase efficiency and allow them to grow faster than ever before. AssetLink leverages patent pending technology to unify and visualize investment firms data, for smarter and faster business development decisions. Using AI to unlock the power of firm’s data have uncovered use cases from client relationship intelligence, next best action, sales enablement, investment diligence and distribution intelligence for some of the largest firms in the industry.