AssetMark

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.

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.