Assetmark
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.
Financial Services
500 - 1,000
Concord, CA, United States
About

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.

Site Traffic
  • 579096 Global Rank
  • 102733
    United States
  • 60.7 K Estimated Visits
Traffic Sources
  • Direct
    70.82%
  • Search
    18.51%
  • Referrals
    10.67%
  • Display
    0.00%
  • Mail
    0.00%
  • Social
    0.00%
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Alexa Traffic Data
Global Rank 524,999
721,593
United States Rank 161,773
224
United States Page Views 86.7%
0.5%
Top Countries
Top Search Keywords
  • Management Science
  • Management Information Systems
Mobile App Data
MixRank is the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn more.
  • 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

Jun 12, 2014

wealth adviser

simple, powerful tool for client engagement

Jimwood888

Jun 12, 2014

Very impressive

Somehow you've managed to put all of the things I'd want you to in an easy-to-use package. Rare in our industry. Great job!

RAweatherby

Jun 12, 2014

Wow - great new tool

Thank you, AssetMark. This app is slick! An effective way to showcase the story of asset allocation. Love the ability to create sample portfolios on the fly; already planning to use it with a prospective client on Friday.

Sharon Hammerich

Jun 09, 2014

Amazing App !

Great App! An amazing engagement tool with clients that really helps simplify our story ! Great job AssetMark..

gshumway

Jun 08, 2014

Nice design, easy to use

An easy and intuitive way to access AssetMark content and investment strategies
AVFoundation
The AV Foundation framework provides an Objective-C interface for managing and playing audio-visual media in iOS and OS X applications.
Core Foundation Framework
Core Foundation is a framework that provides fundamental software services useful to application services, application environments, and to applications themselves. Core Foundation also provides abstractions for common data types, facilitates internationalization with Unicode string storage, and offers a suite of utilities such as plug-in support, XML property lists, URL resource access, and preferences.
Core Graphics
The Core Graphics framework is based on the Quartz advanced drawing engine. It provides low-level, lightweight 2D rendering with unmatched output fidelity. You use this framework to handle path-based drawing, transformations, color management, offscreen rendering, patterns, gradients and shadings, image data management, image creation, and image masking, as well as PDF document creation, display, and parsing.
CoreMedia
The Core Media framework defines the media pipeline used by AVFoundation and other high-level media frameworks found on Apple platforms. Use Core Media's low-level data types and interfaces to efficiently process media samples and manage queues of media data.
Foundation Framework
The Foundation framework provides a base layer of functionality for apps and frameworks, including data storage and persistence, text processing, date and time calculations, sorting and filtering, and networking. The classes, protocols, and data types defined by Foundation are used throughout the macOS, iOS, watchOS, and tvOS SDKs.
Launch Services
macOS Launch Services is an API that enables a running app to open other apps or their document files, similar to the Finder or the Dock.Launch Services eliminates apps having to query the Finder to open an app, document, or URL for them. The macOS Finder itself uses Launch Services to perform such tasks. Because the Finder performs no additional processing beyond calling Launch Services, any client using Launch Services for these purposes behaves identically to the Finder.
Quartz Core Framework
Allow users to browse, edit, and save images, using slideshows and Core Image filters.The Quartz Composer API supports processing and rendering graphical data and allows developers to create custom patches for the Quartz Composer developer tool. ImageKit provides user interface support for browsing, editing, and saving images, showing slideshows, and browsing and previewing Core Image filters. PDFKit is a technology that allows applications to display and manipulate PDF documents.
Security Framework
Secure the data your app manages. Protect information and control access to your app.
System Configuration F...
This collection of documents describes the programming interfaces of the System Configuration framework. The System Configuration framework provides functions that determine the reachability of target hosts in both a synchronous and an asynchronous manner. It also provides error detection facilities.
UIKit
The UIKit framework (UIKit.framework) provides the crucial infrastructure needed to construct and manage iOS apps. This framework provides the window and view architecture needed to manage an app’s user interface, the event handling infrastructure needed to respond to user input, and the app model needed to drive the main run loop and interact with the system.
Data sourced from MixRank, the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn More.
Ad Intelligence
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Assetmark
Device
Desktop
Dimensions
300x250
Assetmark receives up to 0.04M pageviews per day.

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.