AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem Enhancements
March 04 2024 - 3:15PM
AssetMark, a leading provider of wealth management solutions
powering independent financial advisors and their clients, today
announced the launch of its Advisor Dashboard, the new central hub
of AssetMark’s digital platform. Designed to deliver real-time
client and business insights, the Advisor Dashboard enhances
efficiencies for advisors and streamlines their workflows.
“At AssetMark, we are committed to empowering advisors with the
technology they need to thrive,” said Esi Minta-Jacobs, EVP, Head
of HR & Digital Product Solutions for AssetMark. “The Advisor
Dashboard marks a significant step forward in our ongoing mission
to modernize our tech stack and create a faster, more flexible, and
intuitive user experience for advisors. This enhanced platform will
equip them to confidently guide their clients through their
financial journeys.”
The Advisor Dashboard serves as the new homepage of AssetMark’s
advisor platform, offering a comprehensive view of key performance
indicators across clients, accounts, and businesses. Advisors can
tailor their dashboards to their specific needs using drag-and-drop
tiles, displaying vital information like total assets under
management, client lists, and account details.
The Advisor Dashboard acts as a launchpad to all of AssetMark’s
digital capabilities, empowering advisors with the data, tools, and
technology they need to engage clients, deliver expert financial
guidance, and manage their businesses efficiently.
Advisors can create up to five custom dashboards for different
activities, each with its own set of customizable tiles. This
personalized approach ensures advisors have the information they
need at their fingertips, maximizing efficiency and
productivity.
To learn more about the Advisor Dashboard, visit
www.assetmark.com or join AssetMark’s upcoming webinar, “Empower
Your Growth: Unlock the Power of the Advisor Dashboard,” on
Thursday, March 7 at 4:00 pm ET for a live dashboard walkthrough
and Q&A session.
About AssetMarkAssetMark operates a wealth
management platform that powers independent financial advisors and
their clients. Together with our affiliates Voyant and Adhesion
Wealth, we serve advisors of all models at every stage of their
journey with flexible, purpose-built solutions that champion client
engagement and drive efficiency. Our ecosystem of solutions equips
advisors with services and capabilities that would otherwise
require significant investments of time and money, ultimately
enabling them to deliver better investor outcomes and enhance their
productivity, profitability, and client satisfaction.
Founded in 1996 and based in Concord, California, the company
has nearly 1,000 employees. Today, the AssetMark platform serves
over 9,300 financial advisors and over 254,000 investor households.
As of December 31, 2023, the company had $108.9 billion in
platform assets.
Media: Alaina KleinmanHead of PR &
Communicationsalaina.kleinman@assetmark.com
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