Integrations /Custodial Platforms
Get started with Wealthbox + AssetMark
Modern CRM integrated with leading asset management platform.
Integrations /Custodial Platforms
Modern CRM integrated with leading asset management platform.
Overview
AssetMark is a trusted custodian that enables comprehensive financial account integration directly within Wealthbox. With this integration, advisors can effortlessly access and view their clients’ AssetMark account details, including holdings, values, and demographics, without switching tools.
View AssetMark accounts directly within Wealthbox Contact Records.
Review account details, including holdings, values, and demographics.
Explore position-level details for a clearer view of each account.
Resources
“Working together, AssetMark Trust and Wealthbox deliver a smarter CRM experience for financial advisors.”
Lee Davidson
Senior Vice President, Chief Data Officer, AssetMark
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