# AssetMark Advisor > Financial advisor tool for client presentations, portfolio building, and reviews. (iPhone/iPad app by ASSETMARK, INC..) - Source: https://appshunter.io/ios/app/assetmark-advisor/id881060610 (this page in markdown: same URL + `.md`) - Developer: [ASSETMARK, INC.](https://appshunter.io/developer/881060613) - Category: Finance - Price: Free - Rating: 2.00/5 from 4 App Store ratings · 8 written reviews indexed - Age rating: 4+ - Requires: iOS 7.0 · 45 MB - Languages: American English - Released: 2014-06-08 - Data updated: 2026-06-08 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/assetmark-advisor/id881060610/reviews.md ## What is AssetMark Advisor? Please note: For registered financial advisors currently working with AssetMark, Inc. Tell your story anywhere, anytime. The AssetMark Advisor app makes it easy to communicate the “why” and “how” of your investment approach, helping you win new clients and enhance relationships with existing clients, whenever and wherever you meet. You can work in your own style using an interactive version of the “Managing Your Portfolios with Confidence” presentation. You can structure the conversation with illustrations about the value of combining multiple asset allocation approaches to create diversified portfolios. You can access overviews for each portfolio strategist and related client-approved videos to show investors how you can use AssetMark’s solutions to help them reach their investment goals. You can prepare and deliver portfolio reviews for existing clients using On-Demand Reports downloaded from eWealthManager and customized Quarterly Investment Review presentations that you create in the app. Specifically designed to work even without an internet connection, the app enables you to: • Display client-approved marketing materials to help explain your investment principles • Work through an interactive Discovery Questionnaire with the investor and generate their risk profile in real time • Create sample portfolios using individual strategies or our Guided Portfolios, with up-to-date strategist fact sheets and hypothetical performance charts • Prepare an email with details about the sample portfolio you reviewed, and attach related fact sheets and brochures as a follow up to your meeting with the investor • Customize the app with your firm name or logo • Receive updated and new content automatically, or on request, using your eWealthManager login and password – no need to install a new version of the app • Download On-Demand Reports created for your clients on eWealthManager • Create customized Quarterly Investment Reviews starting with the latest information from AssetMark, picking and choosing which slides you want to keep from complete set. • Add additional materials from the app library to your client review meeting to take advantage of up-to-date strategist fact sheets and high-quality videos. The AssetMark Advisor app is an innovative business development tool, designed to help you illustrate your investment philosophy and construct sample portfolios. Once you have decided on a specific course of action for your client or prospect, log in to AssetMark’s eWealthManager to create a live investment proposal. ## Key features - Interactive client presentations - Sample portfolio creation - Customizable client reviews - Offline functionality - Discovery Questionnaire - On-Demand Reports ## Recent user reviews (8 of 8) All indexed reviews: https://appshunter.io/ios/app/assetmark-advisor/id881060610/reviews.md ### 1/5 — Useless *2021-10-22* It says my iPad is not connected to the internet so I can’t log in. It is, in fact, connected. ### 1/5 — The worst app in the history of apps *2021-10-19* This is the worst app in the history of apps. Doesn’t work at all. ### 1/5 — Does not work! *2020-07-31* 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. ### 5/5 — Very impressive *2014-06-12* 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! ### 5/5 — wealth adviser *2014-06-12* simple, powerful tool for client engagement ### 5/5 — Wow - great new tool *2014-06-12* Thank you, AssetMark. This app is slick! An effective way to showcase the story of asset allocation. Love the ability to create sample portfolios on the fly; already planning to use it with a prospective client on Friday. ### 5/5 — Amazing App ! *2014-06-09* Great App! An amazing engagement tool with clients that really helps simplify our story ! Great job AssetMark.. ### 5/5 — Nice design, easy to use *2014-06-08* An easy and intuitive way to access AssetMark content and investment strategies ## Frequently asked questions about AssetMark Advisor ### 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. ## Version history (last 3 releases) ### 1.7 — 2015-09-14 This app has been updated by Apple to display the Apple Watch app icon. Support for iOS 9 and background content updates. ### 1.5 — 2015-03-09 • New Client Portfolio Review functionality via downloaded On-Demand Reports • Create and present customized Quarterly Investment Reviews • Enhanced performance details for sample portfolios to show 10-year and 3-year data: Annualized Returns, Annualized Volatility, Sharpe Ratio and Beta (compared to S&P 500), as well as Calendar Year returns for current year-to-date and prior 10 years • Ability to add up to 8 individual strategies in the By Strategist view in the Solution Finder ### 1.0 — 2014-06-05 No release notes. ## Apps similar to AssetMark Advisor | App | Rating | Price | Category | | --- | --- | --- | --- | | [FireLight eApp™](https://appshunter.io/ios/app/firelight-eapp/id1082132976) | — | Free | Finance | | [NetXInvestor™ Mobile](https://appshunter.io/ios/app/netxinvestor-mobile/id784595887) | 1.8 (362) | Free | Finance | | [SEI Connect - Investor](https://appshunter.io/ios/app/sei-connect-investor/id1668221443) | 4.1 (30) | Free | Finance | | [Safeco Mobile](https://appshunter.io/ios/app/safeco-mobile/id1191491672) | 4.8 (191,826) | Free | Finance | | [MassMutual](https://appshunter.io/ios/app/massmutual/id1516539101) | 4.8 (5,786) | Free | Finance | | [Fox Business: Invested In You](https://appshunter.io/ios/app/fox-business-invested-in-you/id333177961) | 3.2 (1,127) | Free | Finance | ## More apps by ASSETMARK, INC. - [AssetMark Mobile](https://appshunter.io/ios/app/assetmark-mobile/id6444897305) All apps by ASSETMARK, INC.: https://appshunter.io/developer/881060613 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-08.*