AssetMark and MyVest to Advance Goals-Based Wealth Management for Financial Advisors

Next generation platform and modern user interface to provide advisors an investor-ready visualization of portfolios

Feb 17, 2016, 09:00 ET from AssetMark, Inc.

CONCORD, Calif. and SAN FRANCISCO, Feb. 17, 2016 /PRNewswire/ -- AssetMark, Inc., a leading provider of innovative investment and consulting solutions serving financial advisors, announced today that the firm has selected MyVest, a pioneer in enterprise wealth management technology, to enhance its leading technology solutions and create a next-generation platform that will help AssetMark's advisors and clients prepare for the future with client-centric, goals-based investment solutions.

"We are committed to investing in technology solutions that help our advisors and their clients achieve their goals, and our engagement with MyVest is a major component of that strategy," said Natalie Wolfsen, Chief Commercialization Officer at AssetMark. "AssetMark and MyVest share a philosophy that advisors are at their best when they can put their clients first. By building upon each business' strengths, AssetMark and MyVest are poised to deliver a new platform that helps advisors meet the demands of increasingly tech-savvy investors across their household and life stages."

Research by the Money Management Institute shows that 89% of its members believe that goals-based wealth management is a priority at their firm. Digital wealth management took center stage in 2015 and will continue to enhance how advice is delivered. Collectively, these trends are driving more advisors to shift from product-centric to client-centric advice delivery, and they are looking for services that help them adapt and transform their practices to this new world. 

"Like AssetMark, we see wealth management increasingly moving towards a client-centric, holistic approach," said Anton Honikman, Chief Executive Officer of MyVest. "MyVest's technology was built from the beginning to enable holistic wealth management, which will allow us to jointly develop a platform that will empower the advisor's practice of the future so they can serve their client's entire financial life."

About AssetMark, Inc.
AssetMark, Inc. is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc., including its Savos and Aris divisions, has approximately $28.5 billion in assets on its platform and a history of innovation spanning over 20 years. For more information, visit and follow @AssetMark on Twitter.

About MyVest
MyVest is a pioneer in holistic wealth management technology for financial institutions. MyVest's core offering is its Strategic Portfolio System™ (SPS), a cloud-based platform that enables holistic, client-centric wealth management across the entire enterprise in a single, unified system. With MyVest, investors receive superior personalized solutions, advisors spend more time with clients and prospects, and wealth management firms grow scale and margins.  Headquartered in San Francisco, MyVest is at the nexus of the Bay Area's technology and financial services communities. Learn more at

Andrew Jarrell
Group Gordon (AssetMark)
(212) 784 5721

Ronnie Welch
CWR & Partners (MyVest)
(508) 222 4802

Logo -


SOURCE AssetMark, Inc.