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.

Our Technology
Only at AssetMark

Now Live - WealthBuilder!

AssetMark WealthBuilder

Segmented solutions for clients with fee sensitivity or low complexity

Straightforward planning to help clients determine the right portfolio for their goals

Specialized, systematic monitoring to help WealthBuilder Portfolios stay on track
Watch and build wealth the WealthBuilder way.
WealthBuilder gives you the flexibility to meet clients where they currently are in life...and then take them where they want to go. For a demo, please contact your AssetMark Consultant or call 844-540-0972.
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Build a Better Business with AssetMark's All New PortfolioEngine!

The All New PortfolioEngine

Customized Views based on the information and analysis you find most valuable

Professional-looking reports to help clients and prospects make more informed investment decisions

Expanded Planning that can better meet the needs of clients - and track progress reaching their goals

Welcome to WOW...Now Check out the "Best of" PortfolioEngine
We're evolving the way you create portfolios, compare performance, and plan for the future.

Take It from the Experts: Read Three Business-Building Ways Advisors Use PortfolioEngine

Investor Portal

Take a 30-second tour.
With easy-to-use navigation and a mobile-friendly design, investors can access portfolio information through a seamless and secure online experience.

WealthManagement.com 2019 Industry Awards Finalist

Investor Portal has been recognized as a finalist in the 2019 WealthManagement.com Industry Awards for Technology Providers: Client Portals.

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.

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: