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Description
As a financial advisor, you hold the responsibility of shaping your clients' futures. AssetMark offers a range of solutions and guidance designed to ensure that future receives the focus it warrants. As wealth increases, the landscape of technology and investment opportunities grows ever more intricate. Clients will raise their expectations, and it is crucial that you evolve alongside them. Our wealth management technology empowers advisors to enhance their practices, covering aspects from portfolio construction and investment research to effective client communication and prospecting. By streamlining back-office and administrative responsibilities, you can dedicate more time to nurturing client relationships. Unlike typical third-party asset management platforms, AssetMark integrates its solutions with a personal touch, acting as an extension of your team and delivering customized, insightful support tailored to your specific needs. Our dedicated consultants and support teams are readily available to assist with platform functionality, ensuring that your practice runs seamlessly while you focus on refining your bespoke solutions. Our commitment to client success is unwavering, making us a valuable partner in your journey.
Description
Wealth in a Box is a contemporary and flexible platform that integrates technology solutions across the front, middle, and back offices to optimize wealth management, enhancing efficiency while lowering expenses. Its five-layer architecture caters perfectly to managers in search of dynamic yet advanced wealth technology solutions, enabling them to provide exceptional service to high-net-worth and ultra-high-net-worth clients. By leveraging this innovative platform, firms can stay ahead in a competitive industry and better meet the evolving needs of their clients.
API Access
Has API
API Access
Has API
Integrations
RightCapital
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AssetMark
Country
United States
Website
www.assetmark.com
Vendor Details
Company Name
Valuefy
Founded
2010
Country
United Kingdom
Website
valuefy.com/wealth-in-box/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management