“At AssetMark, we are committed to empowering advisors with the technology they need to thrive,” said
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
About AssetMark
AssetMark 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
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alaina.kleinman@assetmark.com
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