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AssetMark Enhances Advisor Mobility

Submitted by Technology Tools for Today on March 17th, 2015


New Version of iPad App Adds Client Meeting Support for Advisors on the Go

AssetMark, Inc. has released a new version of its AssetMark Advisor iPad application with additional capabilities for advisors on the go. The new version of the app gives financial advisors more access to detailed performance data when constructing sample portfolios and the ability to prepare more interactive portfolio reviews for existing clients.

The earlier version of the app focused primarily on providing business development support, particularly for prospect meetings. It enabled advisors to demonstrate the value of combining asset allocation approaches, create sample portfolios, display strategist overviews, and more.

More information about the new version of the app is available at http://www.assetmark.com/advisorapp.

“The AssetMark Advisor app is an important tool for easily showing clients and prospects the ‘how’ and ‘why’ of portfolios at any meeting location,” said Charles Goldman, President and CEO of AssetMark. “The new support for digital portfolio reviews gives advisors more interactive tools to enhance client relationships. We will continue to enhance the digital experience to provide advisors with every opportunity to succeed in an increasingly mobile marketplace.”

Features and upgrades in the new version of the AssetMark Advisor app include:

  • Downloadable Portfolio Review Reports from eWealthManager

Advisors can download client-specific Portfolio Review reports created and saved on AssetMark’s eWealthManager web portal to the iPad app.  Once downloaded these reports form the core of a targeted client portfolio review meeting.

  • Customizable Quarterly Investment Review Presentations

Advisors can pick and choose sections from AssetMark’s latest quarterly investment review presentation. They can save multiple versions to use with different investor segments. Together with the downloaded client Portfolio Review reports, advisors can use these customized presentations to shape client conversations.

  • Expanded Performance Details for Sample Portfolios

Advisors using the app’s Solution Finder feature can set strategy-specific percentages in a given allocation approach for up to eight strategists. Performance details are also expanded to include 10-year, 3-year and calendar year returns.

Advisors can download the updated app to their iPads

  • Go to the iTunes App Store and search for “AssetMark”
  • For existing users, the updated version will overwrite the prior app and retain user settings

https://itunes.apple.com/us/app/assetmarkadvisor/id881060610?mt=8

About AssetMark, Inc.

AssetMark, Inc. is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc. and its affiliate, Aris Wealth Services, Inc., have approximately $25 billion in combined assets on their respective platforms and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com and follow AssetMark on Twitter at www.twitter.com/AssetMark.

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