Sign in ☰Create. Innovate. Integrate with AssetMark APIs
Our API Developer Portal offers everything you need to explore, test, and integrate powerful APIs designed to enhance your financial solutions.
APIs & Products
Create Investment Models
Easily create customized investment models tailored to your strategies. Use flexible parameters such as allocation types, investment approaches, and benchmarks to design the perfect model for your portfolio.
Retrieve Model Details
Fetch detailed information about existing investment models, including performance analytics, mandates, and benchmarks. Get real-time insights into your investment strategies through a single, unified API call.
Manage and Monitor Models
Subscribe to updates and manage model versions efficiently. Monitor model status, revisions, and metadata to ensure your investment strategies stay up-to-date and compliant.
Resources
Get started
Learn how to integrate AssetMark APIs into your workflows. Our step-by-step guides and tutorials will help you find the perfect API for your needs and start building quickly.
Subscribe
API products are bundles of one or more APIs grouped to serve your specific business needs. Subscribe to the relevant product to gain access and start making API calls.
Get support
Need assistance or have questions? Our dedicated API admin team is here to help you navigate integration challenges and ensure a smooth experience.