Natalie Wolfsen, Chief Commercialization Officer at AssetMark, was interviewed by Benzinga about their work with MyVest to make the work advisors do with their clients easier to understand and more transparent, including a goals-based investor experience. Highlights from Natalie’s interview:

Benzinga: What are the main goals behind the partnership with MyVest?

Natalie Wolfsen: To empower financial advisors to have a robust goal-based conversation with their investor clients.

Beyond that, to provide advisors with business level information about investor activities. This is so they (the advisors) can better understand how their investors are tracking toward their goals.

Last but not least, the goal is to do all of this in a modern intuitive way.

BZ: Since AssetMark serves financial advisors, how much of the information generated by Investing Evolved and other solutions to come will be shared with investors?

Wolfsen: Information about portfolio construction – how we think about it – is available to investors through our website right now. There’s information there that is geared toward investors.

As it relates to the analytics tools, the way it is designed right now, Portfolio Engine creates a set of reports that can be part of the adviser’s conversation with their clients. When we launch MyVest, we want that information to be available on our new, more goals-based investor experience. That’s when these two programs will come together.

Read Natalie’s full interview on Benzinga