at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
AssetMark
AssetMark is a turnkey asset management platform (TAMP) that provides investment solutions, consulting services, and technology tools to financial advisors.
Email: sales@assetmark.com
Phone: 1-800-664-5345
Web: https://www.assetmark.com/
products
AssetMark WealthBuilder
Category: Financial Planning Software
Risk profiling, goal-based planning, retirement planning, estate planning, tax planning strategies, cash flow analysis, and seamless integration with AssetMark's investment platform..
More..
AssetMark Retirement Income Planning
Category: Retirement Planning Systems
Income planning tools, portfolio construction for retirement, tax-efficient withdrawal strategies, risk management, and custom client presentations..
More..