Thank you, AssetMark. This app is slick! An effective way to showcase the story of asset allocation. Love the ability to create sample portfolios on the fly; already planning to use it with a prospective client on Friday.
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 AssetMark’s 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 app • Download On-Demand Reports created for your clients on eWealthManager • Create 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 AssetMark’s eWealthManager to create a live investment proposal.
