With AssetLock®, you have the added peace of mind knowing that our technology is monitoring your investment accounts and communicating important activities to you and your advisor. This type of transparency is something every investor deserves.
You can't put a price on confidence and added peace of mind. Helping protect your assets is our number one goal. AssetLock® is a portfolio-monitoring, notification system dedicated to helping preserve your financial future.
With just one click, you’ll find that your personalized dashboard has the necessary information that all investors deserve to know. The most important is seeing your AssetLock Value. This access will give you added peace of mind, letting you know you have a plan in place to help protect your financial future.
AssetLock is a tracking software used to monitor the performance/growth of a clients’ portfolio, and to predetermine the amount of downside the client/s is/are willing to tolerate. It is NOT an actual stop loss, and will NOT automatically sell the individual securities in the portfolio. Therefore, the AssetLock value is a reference point to encourage a conversation between the advisor/firm and the client/s, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the AssetLock percentage or reallocate to a different risk profile. If the client/s cannot be located, and the portfolio has reached the AssetLock value, the client/s authorizes the advisor/firm to liquidate the portfolio and move all the assets into cash.
During any liquidation process, there is no guarantee the exact AssetLock value will be captured, nor that the assets will be sold the very same day, but rather the notification will alert the advisor and firm that the portfolio needs to be sold and moved into a cash account at the advisors/firms earliest opportunity.