Sync AssetMark eWealthmanager to Microsoft Excel
BankSync may support connections to AssetMark eWealthmanager accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
How to sync AssetMark eWealthmanager to Microsoft Excel
Search for AssetMark eWealthmanager in BankSync
Sign up for BankSync and, if AssetMark eWealthmanager is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported AssetMark eWealthmanager fields supplied by the provider to columns in Microsoft Excel.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from AssetMark eWealthmanager to Microsoft Excel
Transactions
Sync available AssetMark eWealthmanager transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported AssetMark eWealthmanager accounts.
Holdings
Sync supported investment positions, quantities, and market values from AssetMark eWealthmanager.
Trades
Sync supported investment trade and activity history from AssetMark eWealthmanager.
Loans
Sync supported loan balances and provider-supplied liability details from AssetMark eWealthmanager.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any AssetMark eWealthmanager field to any column in Microsoft Excel — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync AssetMark eWealthmanager with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeSync AssetMark eWealthmanager somewhere else
The same AssetMark eWealthmanager connection can feed any of these destinations.
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Other banks that sync to Microsoft Excel
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BankSync is not affiliated with, endorsed by, or an official partner of AssetMark eWealthmanager or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.