The Concord, California-based turnkey asset management platform — which boasts $63.2 billion in client assets under management — announced Wednesday the roll out of its enhanced Client Proposal and new PortfolioReview tools designed to allow advisers to present client proposals and portfolio reviews during videoconferencing.
“In the current environment it is critically important for advisers to be able to efficiently review with investors their portfolio allocations and ensure they meet client needs in a compelling way,” said AssetMark’s chief digital innovation officer Michael Raneri.
Advisers have made it clear they struggle with technology in terms of expanding their practice with clients and prospects throughout the pandemic. Tech tools that enhance transparency between an adviser and investor may be what advisers are looking for. […]