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Financial Workflow Automation
Overview
Focus
Financial Workflow Automation
Financial Advisory Practice
Product
Workflow automation platform for financial advisors managing client service tasks and repeatable processes.
CRM and practice management platform by AssetMark for financial advisors with workflow and document management.
Headquarters
Toronto, Canada
Raleigh, North Carolina
Company size
11-50 employees
51-200 employees
Founded
2017
1997
Pricing details
Free options
Free trial
Source updated
Oct 30, 2026
Oct 29, 2026