Icon of program: AssetMark Advisor

AssetMark Advisor for iOS

By AssetMark, Inc.FreeUser Rating

Key Details of AssetMark Advisor

  • Please note: For registered financial advisors currently working with AssetMark, Inc.Tell your story anywhere, anytime. The AssetMark Advisor app...
  • Last updated on June 12, 2016
  • There have been 4 updates
  • Virus scan status:

    Clean (it's extremely likely that this software program is clean)


Developer's Description

Please note: For registered financial advisors currently working with AssetMark, Inc.Tell your story anywhere, anytime. The AssetMark Advisor app...
Please note: For registered financial advisors currently working with AssetMark, Inc.Tell your story anywhere, anytime. The AssetMark Advisor app makes it easy to communicate the why and how of your investment approach, helping you win new clients and enhance relationships with existing clients, whenever and wherever you meet. You can work in your own style using an interactive version of the Managing Your Portfolios with Confidence presentation. You can structure the conversation with illustrations about the value of combining multiple asset allocation approaches to create diversified portfolios. You can access overviews for each portfolio strategist and related client-approved videos to show investors how you can use AssetMarks solutions to help them reach their investment goals. You can prepare and deliver portfolio reviews for existing clients using On-Demand Reports downloaded from eWealthManager and customized Quarterly Investment Review presentations that you create in the app. Specifically designed to work even without an internet connection, the app enables you to: Display client-approved marketing materials to help explain your investment principles Work through an interactive Discovery Questionnaire with the investor and generate their risk profile in real time Create sample portfolios using individual strategies or our Guided Portfolios, with up-to-date strategist fact sheets and hypothetical performance charts Prepare an email with details about the sample portfolio you reviewed, and attach related fact sheets and brochures as a follow up to your meeting with the investor Customize the app with your firm name or logo Receive updated and new content automatically, or on request, using your eWealthManager login and password no need to install a new version of the appDownload On-Demand Reports created for your clients on eWealthManagerCreate customized Quarterly Investment Reviews starting with the latest information from AssetMark, picking and choosing which slides you want to keep from complete set.Add additional materials from the app library to your client review meeting to take advantage of up-to-date strategist fact sheets and high-quality videos.The AssetMark Advisor app is an innovative business development tool, designed to help you illustrate your investment philosophy and construct sample portfolios. Once you have decided on a specific course of action for your client or prospect, log in to AssetMarks eWealthManager to create a live investment proposal.

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Full Specifications

GENERAL
Release
June 12, 2016
Latest update
June 12, 2016
Version
1.7
OPERATING SYSTEMS
Platform
iOS
Operating System
iOS 12.1.2
Additional Requirements
Compatible with: ipad2wifi, ipad23g, ipadthirdgen, ipadthirdgen4g, ipadfourthgen, ipadfourthgen4g, ipadmini, ipadmini4g
POPULARITY
Total Downloads
7
Downloads Last Week
0

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