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AssetMark Advisor

AssetMark Advisor

by AssetMark, Inc.

4 ratings
8 reviews
💰 Finance

Archived App (Last seen on 8 Jun 2026)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

Released
June 8, 2014
Updated
September 14, 2015

Features

Developer

AssetMark, Inc.
✨Promote your app ✨
AssetMark Advisor screenshot #1 for iPad
AssetMark Advisor screenshot #2 for iPad
AssetMark Advisor screenshot #3 for iPad
AssetMark Advisor screenshot #4 for iPad
AssetMark Advisor screenshot #5 for iPad
⭐8
Reviews↘︎
❓8 answered
FAQ↘︎
📦w/o updates
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

This app helps registered financial advisors communicate their investment approach to clients and prospects. It allows for interactive presentations, portfolio creation, and customized client reviews, even offline.

✓Interactive client presentations
✓Sample portfolio creation
✓Customizable client reviews
✓Offline functionality
✓Discovery Questionnaire
✓On-Demand Reports
Show original description

What's New in AssetMark Advisor

1.7

September 14, 2015

This app has been updated by Apple to display the Apple Watch app icon. Support for iOS 9 and background content updates.

More

User reviews

Most RecentHighest RatedLowest Rated

Useless

It says my iPad is not connected to the internet so I can’t log in. It is, in fact, connected.
PPCDeus

The worst app in the history of apps

This is the worst app in the history of apps. Doesn’t work at all.
Mmo1656

Does not work!

I downloaded the app, but every time I attempt to log in, I receive an error message that I’m not connected to the internet. Useless so far.
Jjmiller479

Very impressive

Somehow you've managed to put all of the things I'd want you to in an easy-to-use package. Rare in our industry. Great job!
JJimwood888

wealth adviser

simple, powerful tool for client engagement
Bbkpbkp17
See 3 more reviews

Developer apps

AssetMark Mobile
AssetMark Mobile

by AssetMark, Inc.

💰 Finance

(80)

Free
See developer apps

FAQ

What is AssetMark Advisor used for?

AssetMark Advisor is a business development tool for registered financial advisors. It helps them illustrate their investment philosophy, construct sample portfolios, and prepare customized client reviews, enhancing client communication and relationships.

Can I use AssetMark Advisor without an internet connection?

Yes, AssetMark Advisor is specifically designed to work even without an internet connection. This allows advisors to display client-approved marketing materials, work through questionnaires, and prepare portfolio reviews on the go.

How does AssetMark Advisor help with client presentations?

The app offers an interactive version of a presentation that advisors can use to explain their investment approach. It includes illustrations about diversified portfolios and overviews of portfolio strategists, along with client-approved videos.

What kind of reports can I create with AssetMark Advisor?

You can prepare and deliver portfolio reviews for existing clients using On-Demand Reports downloaded from eWealthManager. Additionally, you can create customized Quarterly Investment Review presentations within the app.

Can I customize AssetMark Advisor for my firm?

Yes, the app can be customized with your firm's name or logo. This allows for a more branded experience when presenting to clients and prospects.

How often is content updated in AssetMark Advisor?

You can receive updated and new content automatically or on request using your eWealthManager login. This means you don't need to install a new version of the app to get the latest information.

What devices does AssetMark Advisor support?

AssetMark Advisor is currently supported on iPad devices. This optimizes the presentation and review experience on a larger screen.

What is the user rating for AssetMark Advisor?

AssetMark Advisor has a rating of 2.0 stars based on 4 ratings. This indicates a mixed reception from its current user base.