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What is Fundpath?

Wealth managers often invest a significant amount of their time interacting with the asset management field, frequently finding that much of this time is taken up by calls that are either unqualified, misplaced, or irrelevant. In response to this issue, a groundbreaking solution has been developed that effectively bridges the information gap, allowing asset managers to swiftly pinpoint the appropriate contacts, optimal timing, and pertinent discussion topics, thereby enabling wealth managers to concentrate on issues that genuinely matter to them. Fundpath has publicly pledged to achieve carbon neutrality in accordance with PAS 2060 standards and is also focused on fostering more efficient practices while reducing wasteful ones, which contributes to a decrease in the indirect carbon emissions of the industry. This forward-thinking strategy not only improves operational effectiveness but also resonates with the increasing demand for sustainable practices within the financial services sector. By prioritizing these initiatives, Fundpath is positioning itself as a leader in both asset management efficiency and environmental responsibility.

What is AssetMark?

As a financial advisor, you carry the significant responsibility of shaping the futures of your clients. AssetMark provides customized solutions and insightful resources to help nurture and effectively manage those futures. As wealth accumulates, the variety of technologies and investment avenues becomes more complex. As your clients' needs evolve, they will likely expect more from you, making it essential to adapt continuously. Our wealth management technology equips advisors to optimize their practices, facilitating tasks such as portfolio development, investment evaluation, client communication, and prospect outreach. By minimizing the time devoted to administrative work, you can dedicate more energy to strengthening your client relationships. Unlike conventional third-party asset management services, AssetMark merges its offerings with a personalized strategy, acting as a seamless extension of your team to provide tailored support that meets your specific needs. Our committed consultants and support teams are always on hand to ensure that your practice runs efficiently and that your solutions are fine-tuned to perfection. With AssetMark, you not only access a powerful platform but also gain a partner who is dedicated to both your success and the well-being of your clients, creating a collaborative environment that fosters growth and achievement. Together, we can navigate the complexities of wealth management while ensuring that your clients' objectives are met with the utmost care and expertise.

Media

Media

Integrations Supported

RightCapital

Integrations Supported

RightCapital

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Fundpath

Date Founded

2021

Company Location

United Kingdom

Company Website

www.fundpath.co.uk

Company Facts

Organization Name

AssetMark

Company Location

United States

Company Website

www.assetmark.com

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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