AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
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AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age Interactive, Zoom-Ready Advice Delivery and Client Review Tools Deepen Advisor-Investor Interactions and Trust Concord, Calif.-September23, 2020-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...