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AssetMark Launches Mobile Channel to Support Advisors on the Go

Submitted by Technology Tools for Today on June 19th, 2014


Interactive iPad App for Advisors Delivers Powerful Business Development Capabilities

AssetMark, Inc., a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors, announced the launch of an iPad application with interactive business development capabilities that enable advisors to more easily build and enhance client relationships.

“Advisors told us that the number-one way they’d use a mobile app would be to develop business with prospective and existing clients,” said Charles Goldman, president and CEO of AssetMark, Inc. “What we’ve created addresses that need in a compelling way.”

AssetMark’s mobile app allows advisors, regardless of location, to explain the value of using sophisticated asset allocation to manage risk and return tradeoffs. Leveraging insights from the app’s interactive client questionnaire, advisors can produce sample portfolios. The app can also be customized with the advisor’s logo.

“AssetMark is focused on providing advisors with practice management and business development tools that make use of the most innovative, responsive and customizable technology available,” said Mr. Goldman. “Our new iPad app makes it easy for advisors to interact one-on-one with clients wherever and whenever they meet, communicating the ‘why’ and ‘how’ of their investment approaches within a dynamic and visually engaging narrative.”

As a follow up to their meetings, advisors can use the iPad app to email brochures and sample portfolios to clients. Digital versions of AssetMark’s marketing materials can also be accessed to help advisors explain core investment principles.

About AssetMark, Inc.

AssetMark, Inc. is an independent strategic provider of innovative investment and consulting solutions serving independent financial advisors. AssetMark provides investment, relationship and practice management solutions that advisors utilize in helping clients achieve their investment objectives and life goals.

The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years. AssetMark works in collaboration with independent advisors who make a difference in the lives of their clients. For more information, visit www.assetmark.com and follow @AssetMark.

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