Posting after a few years and proud to report that we have released some awesome technology Products in the Financial Services space
Following is a listing of Products that were released by my team(s) in the past 3 years:
AssetMark Launches Digital Investment Management and Planning Platform
https://www.thinkadvisor.com/2018/11/13/assetmark-launches-digital-investment-management-a/
Assetmark’s WealthBuilder is a Next Level Technology Experience for Advisors
https://wmtoday.com/2019/04/30/assetmarks-wealthbuilder-is-a-next-level-advisor-experience/
AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
https://finance.yahoo.com/news/assetmark-unveils-enhanced-client-proposal-130000118.html
AssetMark launches portfolio management tech for videoconferencing
https://www.investmentnews.com/assetmark-launches-client-engagement-tech-197413
