The Client Profile
AssetMark Investment Services, Inc. is a leading provider of asset management consulting services and web-based technology for Investment Advisors, Broker-Dealers, Banks and CPA firms. With corporate headquarters in the San Francisco Bay Area and consulting offices in Atlanta and Chicago, AssetMark currently provides services to over 800 financial advisors, and administers 10,000 individual client portfolios representing $1.4 billion of total assets.

The Business Problem
AssetMark spearheaded a major expansion of their web-enabled research and reporting for its online services. They needed web content design, a new look and feel for the site, and a complex, secure backend to handle expanded online services.

The TechProse Solution
TechProse worked with AssetMark to develop their new site, and provide the design and processing expertise to produce an effective, content-rich web site. This development included a secure, dynamic back-end for ease of update, and a look-and-feel that matched the company's existing collateral.