ASSETLINK

ASSETLINK

Technology, Information and Internet

New York, New york 2,677 followers

2023 WM Industry Award Finalist | 2023 ThinkAdvisor Innovation Award Finalist | 2023 Investment News Award Winner

About us

AssetLink (fka DFD) is a vertical AI 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 make investment firms data AI ready. 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.

Website
https://assetlink.ai
Industry
Technology, Information and Internet
Company size
2-10 employees
Headquarters
New York, New york
Type
Privately Held
Founded
2021
Specialties
data, ai, business development, and lead generation

Locations

Employees at ASSETLINK

Updates

  • View organization page for ASSETLINK, graphic

    2,677 followers

    88% of financial advisors and asset managers view the current process of fund discovery, diligence, and distribution as friction-filled.  However, with our version 3, you will be able to: ✅ Efficiently raise AUM. ✅ Prioritize prospects. ✅ Get actionable insights before your meeting(s), and lots more. Visit assetlink.ai to get started.

  • View organization page for ASSETLINK, graphic

    2,677 followers

    This week, investors are eagerly awaiting the U.S. inflation data for September, especially after the stronger-than-expected jobs report from Friday. This report reassured investors who were worried about the economy weakening. Additionally, the Federal Reserve is set to publish the minutes of its September meeting, earnings season is beginning, and oil prices are expected to remain volatile due to increased geopolitical tensions. Here's a look at what's happening in markets this week.

  • View organization page for ASSETLINK, graphic

    2,677 followers

    Investors will receive insights into the potential size of the next Federal Reserve rate cut this week as the latest US jobs report is released and Fed Chair Jerome Powell speaks. This comes as the final quarter of a turbulent year in the markets gets underway. Here's a look at what's happening in markets this week.

  • View organization page for ASSETLINK, graphic

    2,677 followers

    Investors will closely watch a key measure of inflation and appearances by several Federal Reserve officials following last week’s significant rate cut. PMI data will provide fresh insights into the strength of the global economy, and gold prices are expected to continue their record rally. Here's a look at what's happening in markets this week.

  • View organization page for ASSETLINK, graphic

    2,677 followers

    Building strong, lasting relationships with your clients is more important than ever. As data becomes more and more available, knowing where to begin can be challenging. It is at this point that Customer Relationship Intelligence (CRI) becomes important. Through CRI, you will be able to leverage data and technology to gain a deeper understanding of your clients' needs, goals, and preferences. This information can then be used to personalize your interactions with your clients, provide them with more relevant advice, and ultimately build stronger relationships.

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  • View organization page for ASSETLINK, graphic

    2,677 followers

    Today's data-driven world means advisors can access more data than ever. But simply having data isn't enough. The key is to transform that data into actionable insights that can help you build stronger relationships with your clients. That's where AssetLink comes in. Our AI-powered platform analyzes your client data to provide you with personalized insights that can help you achieve better outcomes. Visit assetlink.ai to get started.

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  • View organization page for ASSETLINK, graphic

    2,677 followers

    Today, we remember the tragic events of September 11th, 2001, and honor the lives lost, the heroes who responded, and the resilience of our nation. We honor the victims, the heroes, and the spirit of unity that emerged in the face of tragedy.

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