Investor Presentaiton
In 2022, we executed on our growth strategy...
Meet
advisors where
they are going
Deliver
a holistic, differentiated
experience
$
Enable
advisors to serve
more investors
Help
advisors grow and
scale their businesses
Pursue
strategic
transactions
•
Acquisition of
Adhesion Wealth
• AssetMark
Institutional (AMI)
enhancements
SEC Marketing
Rule
Marketing Advantage
PortfolioEngine
proposal enhancements
• Digital maintenance
enhancements
• e-signature (Pershing)
•
Market-Driven solutions
Personalized portfolios
(SMAS and ESG)
High-net-worth symposium
Complete cash solutions
Market volatility resource
center
Enhanced GSA
Investment change tool
enhancements
Wealth Builder prospecting
tool
Marketing Advantage
Advisor Acceleration
Academy
Business Consulting team
expansion
Advisor Benefits program
enhancements
Dedicated Retirement
Services team
Expanded
purchasing power
Acquisition of
Adhesion Wealth
For general public use.
ASSETMARK.
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