Enterprise

Distribution intelligence infrastructure

For asset managers and large distribution teams, we build the intelligence layer that powers your wholesaler workflows, enriches your CRM, and surfaces signals before your competitors see them.

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The Problem

Your advisor data is fragmented

Salesforce has one version. Power BI has another. Your wholesalers have spreadsheets and call notes scattered across tools. No one trusts the numbers because no one knows which source is right.

Meanwhile, advisors are moving. Firms are getting acquired. And by the time you hear about it, your competitors have already made the call.

How We Solve It

An intelligence layer that sits above your existing systems

01

Unified Workflow

Single source of truth for advisor intelligence

Reconcile fragmented inputs from Salesforce, spreadsheets, and siloed tools into workflow-ready output. Link wholesaler notes directly to advisor profiles and contact data. Field context and compliance context, together.

  • Query across unified datasets by sentiment, firm attributes, movement signals, or territory
  • Prioritization engine surfaces highest-opportunity advisors by territory
  • Different logic for mature vs. nascent territories
02

ConvoPulse Intelligence

Turn conversations into structured intelligence

Capture wholesaler field notes and call recaps via voice-to-text. Convert unstructured conversation into searchable data tied to specific advisors and firms. Surface prior conversation history and relevant signals before each meeting.

  • Meeting intelligence with voice-to-text capture and parsing
  • Trend analysis identifies momentum shifts across conversations by territory or firm
  • Sentiment detection flags elevated interest, frustration, or competitive mentions
  • Follow-through tracking logs commitments and flags unresolved follow-ups
03

Proprietary Data

SEC and FINRA intelligence, enriched

CRD registration history, licensing states, credentials, team structures, branch locations. Movement tracking from U4/U5 filings surfaced as alerts. Firm intelligence from ADV filings for territory segmentation.

  • Advisor profiles from FINRA BrokerCheck and IAPD, updated daily
  • BD affiliation changes surfaced as alerts before competitors act
  • Verified contact data enriched from third-party providers
  • M&A news and advisor moves parsed and linked to our data
🔒

Backed by proprietary IP. AssetLink holds two patents covering AI workflow automation and advisor intelligence. The platform complements your existing tools, including note-taking apps, data subscriptions, and Salesforce, without requiring a rip-and-replace investment.

Let's talk about your data

We'll map your current stack, identify gaps, and show you what unified intelligence looks like.

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