List of AssetMark Adhesion Wealth Proposal Generation Customers
Concord, 94520, CA,
United States
Since 2010, our global team of researchers has been studying AssetMark Adhesion Wealth Proposal Generation customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AssetMark Adhesion Wealth Proposal Generation for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AssetMark Adhesion Wealth Proposal Generation for Portfolio and Investment Performance and Planning include: Sterling Capital Management, a Guardian Capital Group Company, a United States based Banking and Financial Services organisation with 181 employees and revenues of $120.0 million, CoreStates Capital Advisors US, a United States based Banking and Financial Services organisation with 20 employees and revenues of $10.0 million, Capital Advisory Group US, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using AssetMark Adhesion Wealth Proposal Generation, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The AssetMark Adhesion Wealth Proposal Generation customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Capital Advisory Group US | Banking and Financial Services | 10 | $2M | United States | AssetMark | AssetMark Adhesion Wealth Proposal Generation | Portfolio and Investment Performance and Planning | 2010 | n/a | In 2010 Capital Advisory Group US implemented AssetMark Adhesion Wealth Proposal Generation. The deployment addressed reporting and investment-management capabilities within the Apps Category . The AssetMark Adhesion Wealth Proposal Generation implementation configured reporting modules, portfolio management workflows, tax-management processes, and unified managed accounts delivery. Proposal-generation and client-facing proposal tools were provisioned as part of the platform deployment, consistent with Adhesion Wealth Advisor Solutions functionality. Operational coverage focused on portfolio management and tax-management processes in the United States, with configuration to support client reporting and unified managed account delivery for the firm’s advisory clients. The rollout centralized reporting and UMA delivery workflows, and improved client reporting and UMA delivery as part of the implementation. | |
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CoreStates Capital Advisors US | Banking and Financial Services | 20 | $10M | United States | AssetMark | AssetMark Adhesion Wealth Proposal Generation | Portfolio and Investment Performance and Planning | 2006 | n/a | In 2006, CoreStates Capital Advisors implemented AssetMark Adhesion Wealth Proposal Generation. The project engaged the AssetMark Adhesion Wealth Proposal Generation application, Category . CoreStates Capital Advisors is a registered investment advisor based in Newtown, Pennsylvania and the deployment targeted portfolio administration and reporting in the United States. The implementation configured Adhesion WealthADV aligned capabilities to build unified managed accounts, improve client reporting, and apply tax aware transition strategies for account rebalancing and consolidation. Functional scope included portfolio administration, UMA structures, reporting engines, and proposal generation workflows inferred from the WealthADV engagement, with the AssetMark Adhesion Wealth Proposal Generation module supporting advisor facing proposal preparation. Operational coverage focused on United States portfolio operations and advisor workflows, and the deployment delivered scalability for advisor growth. Governance emphasis in rollout centered on standardizing portfolio administration and reporting processes and provisioning proposal generation for advisor use, supporting ongoing advisor expansion and more consistent client reporting. | |
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Sterling Capital Management, a Guardian Capital Group Company | Banking and Financial Services | 181 | $120M | United States | AssetMark | AssetMark Adhesion Wealth Proposal Generation | Portfolio and Investment Performance and Planning | 2012 | n/a | In 2012, Sterling Capital Management implemented AssetMark Adhesion Wealth Proposal Generation. The engagement supported institutional and private-wealth portfolios, multi-manager investment programs, and model delivery across the United States, addressing investment-management and model/UMA delivery needs. The AssetMark Adhesion Wealth Proposal Generation deployment emphasized proposal-generation and client engagement capabilities inferred from the platform selection, with configuration to support model delivery workflows and standardized client-facing proposal assembly. Functional capabilities implemented included client proposal assembly, model and UMA packaging, and representation of multi-manager program constructs, aligned with investment operations and advisor-facing proposal workflows. Operational scope covered distribution and operational scale across the United States, with focus on integrating model delivery processes into advisor proposal workflows and centralizing template and model catalogs. Governance and rollout attention centered on configuration control for proposal templates, operational alignment of investment operations and distribution teams, and operationalization of model/UMA delivery for advisor distribution. |
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