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Financial Technology Year

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AssetMark WealthBuilder

from AssetMark

Comprehensive financial planning solution with risk profiling, goal-based planning, retirement planning, estate planning, tax planning strategies, cash flow analysis, and integration with AssetMark's investment platform.
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Category: Financial Planning Software
in: Wealth Management
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.

AssetMark WealthBuilder


Category: Estate Planning Tools
in: Financial Planning
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.

AssetMark WealthBuilder


Category: Tax Planning Software
in: Financial Planning
Applications that help advisors identify tax-efficient investment strategies, tax-loss harvesting opportunities, and integration of investment decisions with clients' overall tax situation.

AssetMark WealthBuilder


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