DASHBOARD
The AdvisorLink dashboard is your gateway to all the tools on the platform and where you will begin most sessions.
MATCHMAKING
Utilizing a proprietary matchmaking algorithm, AdvisorLink suggests suitable candidates for your business.
PLANNING TOOLS
Protect your business against the unexpected using AdvisorLink’s do-it-yourself Contingency Planning tool.
INDICATIONS OF VALUE
Explore various valuation approaches to appraising your business and obtain an estimate of your practice’s current and future value.
LOAN CALCULATOR
Learn about financing options and the financing amount you may qualify for to acquire another AssetMark book.
EDUCATION
AdvisorLink provides exclusive educational content on topics to support your M&A journey.