AssetMark - INSART

INSART » Fintech Integration Marketplace

AssetMark

Portfolio Management, Retirement Planning

About
Contacts
Products / Services
Integrations
Partnership
Get Integration

About

AssetMark Financial Holdings, Inc. is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. AssetMark, Inc., an investment adviser registered with the Securities and Exchange Commission, operates a platform that comprises fully integrated technology, personalized and scalable service and curated investment solutions designed to make a difference in the lives of advisers and their clients. AssetMark has a history of innovation spanning more than 20 years.

Contacts

https://www.assetmark.com/

https://www.linkedin.com/company/assetmark/

https://twitter.com/AssetMark

Products / Services

Portfolio Construction:

Guided Portfolio Solutions
Guided Income Solutions

Retirement Services:

Retirement Resources
Small Business Plans
403B & Pensions

Complete Cash SolutionsTechnology Solutions:

WealthBuilder
PortfolioEngine
Investor Portal
eWealthManager

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Get

instant integration assistance

Join Us

Get RSS

Youtube

X ( twitter )

Whether you are a founder, investor or partner – we have something for you.

For Founders

For Investors

For Partners