Wealthbox + AssetMark

Modern CRM integrated with modern asset management platform.

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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.

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Lee Davidson
“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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