AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. We provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals.
Our relentless service ethic and robust client relationship support set us apart. Our offering is flexible to suit each advisor's vision for working with clients and growing their practice.
AssetMark, Inc. has more than $36 billion in combined assets on its platform and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com.
Disclosure: Posts are not a solicitation for investment and are not intended as legal or compliance advice. Individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. Financial advisors should always consult with their own legal and compliance departments, regarding regulatory and industry related topics applicable to their individual practices.
- Company Name:Assetmark
(View Trends)
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Headquarters: (View Map)Concord, CA, United States
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Financial Services
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500 - 1,000 employees
- 579096 Global Rank
- 102733 United States
- 60.7 K Estimated Visits
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Direct70.82%
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Search18.51%
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Referrals10.67%
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Display0.00%
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Mail0.00%
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Social0.00%
- United States 86.7%
- Management Science
- Management Information Systems
- 10 SDKs
- 5.0 Avg. Rating
- 5 Total reviews
- App Url: https://itunes.apple.com/app/assetmark/id881060610
- App Support: http://www.assetmark.com/advisorappsupport.html
- Genre: Finance
- Bundle ID: com.assetmark.advisor
- App Size: 47.7 M
- Version: 1.7
- Release Date: June 8th, 2014
- Update Date: September 14th, 2015
Description:
Please note: For registered financial advisors currently working with AssetMark, Inc.
Tell your story anywhere, anytime. The AssetMark Advisor app makes it easy to communicate the “why” and “how” of your investment approach, helping you win new clients and enhance relationships with existing clients, whenever and wherever you meet.
You can work in your own style using an interactive version of the “Managing Your Portfolios with Confidence” presentation. You can structure the conversation with illustrations about the value of combining multiple asset allocation approaches to create diversified portfolios. You can access overviews for each portfolio strategist and related client-approved videos to show investors how you can use AssetMark’s solutions to help them reach their investment goals. You can prepare and deliver portfolio reviews for existing clients using On-Demand Reports downloaded from eWealthManager and customized Quarterly Investment Review presentations that you create in the app.
Specifically designed to work even without an internet connection, the app enables you to:
• Display client-approved marketing materials to help explain your investment principles
• Work through an interactive Discovery Questionnaire with the investor and generate their risk profile in real time
• Create sample portfolios using individual strategies or our Guided Portfolios, with up-to-date strategist fact sheets and hypothetical performance charts
• Prepare an email with details about the sample portfolio you reviewed, and attach related fact sheets and brochures as a follow up to your meeting with the investor
• Customize the app with your firm name or logo
• Receive updated and new content automatically, or on request, using your eWealthManager login and password – no need to install a new version of the app
• Download On-Demand Reports created for your clients on eWealthManager
• Create customized Quarterly Investment Reviews starting with the latest information from AssetMark, picking and choosing which slides you want to keep from complete set.
• Add additional materials from the app library to your client review meeting to take advantage of up-to-date strategist fact sheets and high-quality videos.
The AssetMark Advisor app is an innovative business development tool, designed to help you illustrate your investment philosophy and construct sample portfolios. Once you have decided on a specific course of action for your client or prospect, log in to AssetMark’s eWealthManager to create a live investment proposal.
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bkpbkp17
Jimwood888
Very impressive
RAweatherby
Wow - great new tool
Sharon Hammerich
Amazing App !
gshumway
Nice design, easy to use
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They are headquartered at Concord, CA, United States, and have 6 advertising & marketing contacts listed on Kochava. Assetmark works with Advertising technology companies such as DoubleClick.Net, Adobe Audience Manager, LinkedIn Ads, Google Remarketing, Facebook Custom Audiences, Twitter Ads, DoubleClick Bid Manager.
wealth adviser