AssetMark has launched WealthBuilder, a digital investment management and planning solution to help financial advisors streamline and scale their businesses while helping clients plan, track and meet goals with customized, lower-cost portfolios.
The firm also introduced updates to its Investor Portal that provide investors secure and streamlined online and mobile access to their accounts 24-7.
WealthBuilder is designed for independent BDs and RIAs who want to outsource investment management with an asset allocation of low-cost ETFs and mutual funds that match their clients’ risk tolerance. It can also be used to help prospect for new clients.
“WealthBuilder’s straightforward approach supports advisor-client conversations about aligning a portfolio to each client’s specific goals and risk tolerance, and Investor Portal complements this straightforward approach by providing investors with intuitive tools to track personal progress,” said Matt Matrisian, senior vice president of strategic initiatives, in a statement.