AssetMark Introduces a New Online Support Center for Top Advisors.Business Editors PLEASANT HILL, Calif.--(BUSINESS WIRE)--Aug. 4, 2003 AssetMark Investment Services, Inc., a leading investment management and consulting firm Noun 1. consulting firm - a firm of experts providing professional advice to an organization for a fee consulting company business firm, firm, house - the members of a business organization that owns or operates one or more establishments; "he worked for a , today announced the rollout of an online support center for top advisors, a valuable addition to the eWealthmanager suite of online practice management tools. The eWealthmanager platform provides a robust set of marketing and support tools to keep registered investment advisors Registered Investment Advisor (RIA) is a designation obtainable in the United States by an individual who has registered with the U.S. Securities and Exchange Commission or state regulatory agency (where the primary business is situated or multiple States in some cases) in (RIAs) on top of their practices. Daily updated information available to RIA (Rich Internet Application) A Web-based application that approaches the speed and elegance of a local application. An RIA may refer to a browser-based application that uses AJAX or another enhanced coding technique. clients cover a wide range of account detail such as real-time and historical positions/values; current portfolio asset allocation Portfolio asset allocation The distribution, by type of asset, of a portfolio's holdings. ; portfolio performance; realized/unrealized gains and losses; and transaction history and ledger detail. Clients may also access information on model portfolios, as well as market commentaries from Portfolio Strategists and Private Account Managers participating in the AssetMark program. The support area is a centralized collection of Advisor support resources. Included in this area of the site is a variety of practice management tools, marketing resources, training materials and other information designed to assist advisors in managing their businesses. A portion of the support area is dedicated to AssetMark's Premier Consultants, the top tier of producers affiliated with the firm. This area includes online Discussion Groups where top producing Advisors can interact with other Premier Consultants, and a collection of Business Development Tools, including those introduced during Premier Consultants meetings. According to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. Richard Steiny, Senior Vice President of AssetMark, "These new resources provide Advisors with a new level of support and practice management assistance. We're dedicated to helping Advisor build great businesses, and developed this new technology based on their direct input." About AssetMark Investment Services, Inc. AssetMark Investment Services, Inc. (www.assetmark.com) was founded in 1996 and is one of the industry's leading providers of fee-based investment Fee-Based Investment An investment account in which the advisor's compensation is based on a set percentage of the client's assets instead of on commissions. Contrast this to commission-based investment, in which the advisor makes money based on the amount of trades made or the management solutions for investment advisors, broker dealers, banks and CPA (Computer Press Association, Landing, NJ) An earlier membership organization founded in 1983 that promoted excellence in computer journalism. Its annual awards honored outstanding examples in print, broadcast and electronic media. The CPA disbanded in 2000. firms. The company provides services to over 700 advisory firms, and administers more than 19,000 investor portfolios with total assets exceeding $2.5 billion. |
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