An Evolving Marketplace Demands Innovative, Efficiency-Building Tools
The RIA and Bank Trust channels are converging. That’s good for business. What’s better for business? A cross-platform tool designed to deliver unfragmented support to financial professionals who stand to benefit from this transformation.
In an exclusive collaboration, AssetMark and Cheetah are addressing this need by creating a first-of-its kind, seamless wealth management and trust accounting solution. The result: a digital ecosystem that has the potential to set both institutional wealth managers and registered investment advisors up for success.
What Can You Expect When Using This Cross-Platform Solution?
The majority of transactions performed by the Bank Trust officer are done on the Cheetah system, outsourcing wealth management to the AssetMark trading platform. Trust Officers, as well as institutional wealth managers and RIAs, can access eWealthManager® via Single Sign-On through Cheetah.
Collaboration At-a-Glance
Frequently Asked Questions
How are Cheetah and AssetMark collaborating?
The two companies are collaborating to create a first-of-its kind, seamless wealth management and trust accounting solution designed to address this convergence of trust and investment services, with a digital ecosystem that supports both institutional wealth managers and registered investment advisors in serving clients with complex needs.
What does AssetMark provide to users of the Cheetah platform?
AssetMark provides wealth management solutions for bank trust departments, broker-dealers and RIAs that want to outsource their investment solutions and/or utilize a robust trading platform to manage investment solutions in-house. These two platforms are complemented by sales tools, market commentary and analysis and business consulting to grow wealth management departments.
What custodian will be used for this collaboration?
AssetMark Trust.
What is the platform experience?
The majority of transactions performed by the Bank Trust Officer, including wealth management outsourcing, will be done through the Cheetah system. Items such as account opening, raising cash for withdrawals, and depositing cash will be performed on the Cheetah system. The AssetMark trading platform (Advisor Managed Portfolios) will be utilized, as well as access to market commentary and fact sheets through eWealthManager via single-sign-from Cheetah.
Complementary Solutions. Best-in-Class Technologies. Customized Service.
Download the brochure
For additional information, contact one of our Bank Trust Relationship Managers: Karri Keepers or John Henry.
IMPORTANT INFORMATION
This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. Actual client results will vary based on investment selection, timing, market conditions, and tax situation. It is not possible to invest directly in an index.
For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact AssetMark or Financial Advisor.
AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark Investment Management, a division of AssetMark, Inc., includes AssetMark, Savos, and Aris strategies. GuideMark® and GuidePath® Funds are distributed by AssetMark Brokerage™, LLC, member FINRA, an affiliate of AssetMark, Inc. AssetMark, Cheetah, and third-party strategists and service providers are separate and unaffiliated companies. Each party is responsible for their own content and services.
To learn more visit: AssetMark.com or assetmark.com/mobile | This site is designed for U.S. residents.
106659 | C23-20546 | 10/2023 | EXP 10/31/2025