Advisor-Focused Technology

Our compelling technology delivers value by streamlining administrative processes and providing access to investment research and custom-branded reports so you can dedicate more time to meeting your clients’ objectives. The online client management portal and app empower you to make critical decisions on the go while giving your investors convenient access to their accounts.

AdvisorFocusedTechnology

eWealthManager

eWealthManager is our one-stop advisor portal, combining client management and account administration functions in an intuitive, versatile platform. From this secure portal, advisors can research investments, create and maintain client accounts, view current portfolio details, and access custodial resources. Individual investors can use eWealthManager to access real-time account information and communicate directly with their advisors 24/7. eWealthManager ensures that advisors and investors will always be on top of their portfolios and in touch with each other.

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Portfolio Engine logo and key points

We're evolving the way you can talk to clients about building portfolios.

Read the Top 5 Reasons to Try Portfolio Engine

AssetMark iPad App

Business moves quickly. Advisors need to access their account information on-site, on the go and on the fly. Our eWealthManager iPad app makes it fast and easy to manage client accounts and access data no matter where the day takes them.

Technology Relationships

We work with premier technology providers to strengthen our platform and provide
advisors and investors with the best class of service available: