AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
23 September 2020 - 3:00PM
AssetMark (NYSE: AMK) today announced two new digital capabilities,
its enhanced Client Proposal and new PortfolioReview tools, to help
financial advisors drive deeper advisor-client interactions in
their digital journey. With the new ability to present client
proposals and portfolio reviews in elegant, interactive fashion
during virtual conferences, advisors can attain and demonstrate a
thorough understanding of their clients’ needs resulting in
increased client trust and deeper advisor-client relationships.
“AssetMark’s enhanced Client Proposal and new PortfolioReview
tools will dramatically improve the advice delivery and portfolio
monitoring stages of advisors’ digital journey with their clients
on the AssetMark platform. In the current environment it is
critically important for advisors to be able to efficiently review
with investors their portfolio allocations and ensure they meet
client needs in a compelling way,” said Michael Raneri, Chief
Digital Innovation Officer at AssetMark. “With these cutting-edge
features, advisors and their clients can establish the deeper
levels of understanding, trust, and informed decision making that
lead to greater client satisfaction and growth, even during high
market volatility.”
The Enhanced Client Proposal
The enhanced Client Proposal takes advice delivery to a new,
personalized level, empowering advisors to clearly demonstrate how
the data-driven strategies proposed are chosen based on their
client’s goals, concerns, and financial dreams. By creating more
opportunities for holistic advisor-client discussions, the enhanced
proposal can dramatically improve prospect engagement and help
advisors differentiate their value.
Visually appealing and deeply informative, the enhanced Client
Proposal showcases a client’s personal portfolio recommendation in
a clear, compelling, and concise format. Advisors can present
personalized financial analysis and investment recommendations in a
clear, easy-to-navigate format with an intuitive and innovative
design. Easily updatable, Client Proposal allows advisors to
quickly toggle between different benchmarks and strategies to help
investors make more informed, confident decisions, which also helps
set the right tone for future discussions--particularly during
times of uncertainty.
The New PortfolioReview
PortfolioReview is an innovative feature on the AssetMark
digital platform that improves the portfolio monitoring experience
through a dynamic, interactive review that supports deeper client
engagement. Specifically designed to maximize the real-time virtual
engagement of Zoom and other virtual conferencing applications,
PortfolioReview encourages richer advisor-client discussions.
Advisors have the option to expand or collapse detailed views,
making it easy to dig into details or provide a more holistic view,
as needed. With the various data-driven views provided by
PortfolioReview, advisors can easily present different time frames,
market and portfolio benchmarks, and market/life event impacts that
help educate clients and deepen their understanding, confidence,
and overall satisfaction.
To learn more about AssetMark’s Enhanced Client Proposal and New
PortfolioReview, please click here.
About AssetMark Financial Holdings, Inc.
AssetMark is a leading provider of extensive wealth management and
technology solutions that power independent financial advisors and
their clients. Through AssetMark, Inc., its investment adviser
subsidiary registered with the U.S. Securities and Exchange
Commission, AssetMark operates a platform that comprises fully
integrated technology, personalized and scalable service, and
curated investment solutions designed to help advisors and their
clients thrive. AssetMark had $63.2 billion in platform assets as
of June 2020 and has a history of innovation spanning more than 20
years. For more: assetmark.com.
SOURCE: AssetMark, Inc.
Contact:Chris BlakeMSR Communications for
AssetMark, Inc.chris@msrcommunications.com
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