New patent protects proprietary technology that automates product distribution, advisor recruiting, and client relationship intelligence.

AssetLink, the AI-powered distribution platform for asset managers and RIAs, today announced the issuance of a U.S. patent protecting its groundbreaking proprietary AI systems and methods. This patent fundamentally transforms business development by automatically correlating billions of structured and unstructured data points to trigger intelligent, autonomous workflows.

This patented technology empowers firms to uncover high-value connections between advisors, investment products, and client needs. AssetLink's breakthrough approach to automated, AI-driven correlation and its intelligent workflows allow firms to do more with less. The system doesn’t just process data—it interprets complex language, sentiment, and context across the financial ecosystem, driving smarter, faster, and more precise connections. This deep semantic understanding enables AssetLink to uncover nuances in advisor preferences, client needs, and product characteristics that were previously undetectable.

“This patent moves financial services beyond outdated, manual prospecting and into an era of intelligent, predictive matchmaking,” said Devon Drew, Founder and CEO of AssetLink. “By understanding the nuance behind advisor needs, product characteristics, and market signals, AssetLink empowers firms to precisely align products with opportunities and identify top talent at scale, significantly reducing the need for human intervention in routine tasks.”

By protecting both the AI systems and the methods that enable these intelligent workflows, the patent allows firms to automate core business development processes, enhance efficiency, and scale product distribution and recruiting efforts with unprecedented autonomy. This solidifies AssetLink’s leadership in fully automated, AI-driven financial matchmaking.

This patent represents a foundational shift in how the financial ecosystem connects, enabling unprecedented efficiency and growth. The system’s capability to continuously track and adapt to changing client and market preferences ensures real-time relevance and unparalleled accuracy in recommendations. These outcomes underscore how AssetLink is transforming financial matchmaking with automation, scale, and precision that legacy systems cannot match.

For more information on AssetLink, visit assetlink.ai.

About AssetLink

AssetLink is modernizing the way the financial services ecosystem builds and grows their relationships. We turn complex data into clear insights, making business development faster and easier. Our platform helps financial firms grow efficiently by connecting them with ideal partners.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250814521686/en/