AssetMark Awarded Innovation Award

Managing Partner
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XCentium, a premier full-service digital consultancy firm, is proud to announce that one of its clients, AssetMark, has been honored with the prestigious Sitecore Experience Award for Most Innovative Solution for 2014. The Sitecore Experience Awards recognize outstanding achievements by Sitecore customers and partners who leverage the Sitecore Experience Platform to create exceptional experiences for their customers and generate measurable business outcomes.

About AssetMark

AssetMark, Inc. is a leading independent provider of investment and consulting solutions designed to support financial advisors in helping their clients achieve investment success and life goals. The firm specializes in offering customized investment, relationship, and practice management solutions, which independent advisors utilize to tailor portfolios to individual investor needs.

The Challenge and Solution

AssetMark partnered with XCentium to develop a cutting-edge, native mobile application for financial advisors. This app was designed to house critical content and tools, empowering advisors to present their portfolio construction approach in a compelling and accessible way for investors.

XCentium’s user-experience team collaborated closely with AssetMark’s marketing, product, and business groups to craft an innovative, user-friendly interface and visual design. Given that AssetMark was already utilizing the Sitecore Experience Platform, the decision was made to integrate Sitecore as the central content repository for the app. This integration allowed the app to leverage existing data, ensuring seamless content management and updates.

To meet the needs of AssetMark's mobile-first vision, the app was developed using Xamarin, ensuring it would be available on both iOS and Android tablets. The app securely fetches content from Sitecore, synchronizing when internet connectivity is available. In cases where connectivity is not available—such as during travel or in remote locations—the app operates in offline mode, providing full functionality to advisors anywhere, anytime.

Key Features and Impact

The AssetMark Advisor App provides financial advisors with the flexibility to communicate their portfolio strategy and investment philosophy with confidence, even in the absence of an internet connection. With the app’s ability to update content dynamically, AssetMark can now keep its financial advisors informed without the need to release new app versions. This approach has significantly reduced the risk of using outdated or non-compliant content, further ensuring that advisors always have accurate, up-to-date information at their fingertips.

Recognition and Future Plans

Dan Warburton, Director of Mobile Channel and Digital Content Management at AssetMark, expressed his excitement over the award, saying, “We are thrilled to be recognized by Sitecore for this digital innovation. XCentium’s expertise in leveraging Sitecore has been invaluable in creating a mobile solution that truly supports our advisors. The AssetMark Advisor App empowers our advisors to tell their investment story confidently, even in the most dynamic and unpredictable market conditions.”

Amrit Raj, Managing Partner at XCentium, also shared his pride in the recognition, stating, “We are honored to receive the Sitecore Experience Award for the second year in a row. This award showcases our dedication to delivering innovative digital experiences using Sitecore’s Customer Engagement Platform. We are grateful for the continued collaboration with AssetMark and appreciate Sitecore’s recognition of our work.”

The award highlights XCentium’s commitment to creating exceptional mobile experiences through Sitecore and Xamarin. This partnership exemplifies how integrated, mobile-first solutions can revolutionize the way businesses engage with customers and provide value across industries.

About AssetMark

AssetMark, Inc. is an independent provider of innovative investment and consulting solutions that help financial advisors build customized portfolios for their clients. With approximately $25 billion in assets on its platform, AssetMark has been a leader in financial advisory innovation for over 20 years. To learn more, visit AssetMark's website.

About XCentium
XCentium is a full-service digital consultancy firm specializing in digital strategy, user experience, and enterprise solutions. With a focus on innovation and technical excellence, XCentium helps businesses across industries create meaningful and impactful customer experiences using the Sitecore platform.