Watch the above video for a step-by-step walkthrough of the process for importing clients from eWealthManager into Voyant.
Note:
You can request Voyant directly within the eWealthManager application or by emailing AdvisorBenefits@assetmark.com.
If you are a Gold or Platinum level advisor with AssetMark, you may be eligible for a complimentary Voyant license.
If you’re affiliated with AssetMark but have not yet reached Gold level, we recommend reaching out to the Advisor Benefits team to ask about discounted pricing options that may be available.