Transform the Client Experience

Elevate the client experience and streamline your administrative tasks with AssetMark’s digital solutions.

Compelling Technology Solutions

Make an Impact

You’re not one to adopt technology for technology’s sake; neither are we. AssetMark’s proprietary solutions and integrated third-party technologies are all designed to make a difference—to the amount of time you spend tending to back-office tasks, to your client’s experience, and to the success of your business.

Your One-Stop Online Portal

eWealthManager serves as your comprehensive advisor portal, combining client management and account administration in an intuitive, fully integrated and easily scaled online platform. With eWealthManager, you and your clients can stay on top of their portfolios and stay in touch with each other.

AssetMark’s Service and Sales Support

Streamline your business, optimize your processes, and enable the best service you can deliver.

Solutions That Fit Your Practice

Just as every client has different challenges and goals, we understand that every financial advisor requires a different digital strategy to grow their practice, build closer relationships with their clients, drive efficiency, or attain their goals. Our platform and integrated third-party solutions contain a wide array of features and capabilities that you can use to drive the results your practice needs.

Tailored to Your Needs
We’ll assess our goals and the gaps in your practice, recommending the right technologies for you.

Fully integrated
Our solutions integrate into your CRM and with vetted third-party technology, such as Redtail, Voyant, MoneyGuide, and more.

Easy-to-Use and Impactful

We understand that digital technology is only as useful as it is easy to use. That’s why we designed all of our systems and tools to support investors through a simple, intuitive interface. Our tools facilitate portfolio monitoring, report creation, financial goals–based planning and more.

Mobile-ready
Your clients will be able to view and monitor their portfolio anytime, anywhere.

Portfolio performance visualizations and dashboards
Deliver simple, intuitive visualizations that help investors see where they stand, how they can expect performance to change under different market conditions, life events, and more.

White-labeled
Our solutions and reports can be white-labeled, so you can easily present a consistent client experience and strengthen your brand.

Data-Based Solutions That Drive Results

The financial landscape is constantly changing. By basing your decisions off of the right data, you can easily review scenarios and present potential outcomes to your clients. AssetMark’s solutions are based on a variety of data streams that can help you stay ahead of change.

Based on real-world, aggregated data
Our solutions are linked to the financial data aggregator Yodlee, which connects to over 17,000 global data sources.

Next best actions
AssetMark’s technology helps you easily perform what-if scenarios for investments, review the range of potential outcomes, and present information in client-friendly reports.

Reveal the optimal course of action to take in response to market events, client life changes and prospect actions.

Model and analyze financial plans
Craft model portfolios and financial plans and analyze their performance against historical data, common client life events, and goals. Evaluate the viability of a financial plan after volatile market events or changes in the client’s life.

Why Assetmark

Digital Solutions for the Modern Financial Advisor

You tailor your advice to your client’s unique needs; AssetMark will do the same for you. Whatever obstacles you face in establishing your business—whether that’s spending less time on processes and more on your clients, performing portfolio research, or adopting the right technology for success—we’ll assess what gaps exist in your business, identify the path forward, and stick with you until you achieve your goals.

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