AssetMark Launches Marketing Advantage Platform

The all-in-one marketing platform seeks to help advisers implement powerful marketing strategies, build relationships and grow their business.

By DJ Shaw

AssetMark has announced the launch of AssetMark Marketing Advantage, an all-in-one marketing platform that helps financial advisers build relationships and grow their businesses with a robust suite of ready-to-use tools.

The omnichannel marketing platform features a comprehensive collection of client-facing and compliance-friendly content including videos, articles, emails, social media and infographics. It provides advisers with best-practice marketing and practice management resources, as well as customer relationship management (CRM) integration, automated email campaigns and a turnkey event dashboard.

Advisers can leverage the platform to customize a modern, mobile-optimized website that seamlessly integrates with all the available content.

Paired with AssetMark’s personalized business consulting expertise and proprietary thought leadership, Marketing Advantage gives financial advisers the ability to market their practice in a scalable, targeted way that helps drive growth and fosters effective client communication.

“Amid an increasingly competitive industry, digital marketing is more important than ever for firms looking to effectively showcase their business,” says Matt Matrisian, AssetMark senior vice president, chief channel officer. “AssetMark Marketing Advantage allows them to efficiently implement a powerful marketing strategy while they focus their time and efforts on clients.”