(AssetMark) Make the shift from analysis to proposal—now it’s easy with AssetMark PortfolioEngine®.
Want an introduction to how the tool works to build your business by reducing organizational drag when it's time to bring new clients onboard? Here you go.
And if you prefer a live demonstration of how the latest enhancement enables you to start generating client proposals directly from PortfolioEngine, an upcoming 30-minute webinar will show you how. Register HERE.
It includes:
* A quick review of the powerful portfolio creation and analysis tools that make PortfolioEngine so popular among advisors
* A live demonstration to show you how to start generating a client proposal from PortfolioEngine
* Questions and answers
It all happens on Thursday afternoon. Reserve your spot.
