Products August 5, 2003

Money Manager Launches Advisor Support Effort

August 5, 2003 (PLANSPONSOR.com) - A Pleasant Hill, California money manager and consultant has set up an online support center for advisors as part of its online practice management suite.
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The support area is a centralized collection of advisor support resources, which includes practice management tools, marketing resources, training materials and other information, AssetMark Investment Services said in a news release.

A portion of the support area is dedicated to AssetMark’s Premier Consultants. This area includes online discussion groups where advisors can interact with other Premier Consultants and a collection of business development tools, including those introduced during Premier Consultants meetings.

The company said the new product is considered an addition to the eWealthmanager suite of online practice management tools. The eWealthmanager platform provides a set of marketing and support tools for registered investment advisors (RIAs). Daily updated information available to RIA clients covers a range of account detail such as real-time and historical positions/values; current portfolio asset allocation; 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 company said.

AssetMark, www.assetmark.com , has assets under management of more than $2.5 billion.

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