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 tracking software used to monitor the performance of a client’s portfolio, and to predetermine the amount of downside the client is willing to tolerate. It is NOT an actual stop order 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 to determine if the client’s portfolio should remain unchanged, reset the AssetLock® percentage by reallocating to a different risk profile, liquidate part or all of their portfolio or opt out of AssetLock®.