From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, administrative tasks, and more time on your clients.
AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly, customize your solutions, and connect with you.
Use our platform to build portfolios that align with your clients’ risk tolerance and ensure the focus stays on their long-term goals. We offer a range of investment solutions designed to meet your client’s financial objectives. Choose from turnkey or DIY portfolios, custom high-net-worth solutions, and retirement services—all researched and monitored by a team of due diligence and investment professionals.
AssetMark’s services are designed to help financial advisors advance their practice no matter what their size, goals, or specialty. Explore our solutions to identify the right approach for you.
Implement dynamic solutions in your business that enhance your clients’ experience and provide you with the back-office support you need. With streamlined administrative support, insightful investment research, and robust client communication tools at your side, you’ll have more time than ever to devote to your clients’ unique needs.
When you work with AssetMark, you don’t just gain compelling wealth management solutions—you gain a team of experienced professionals committed to your success. We’ll work with you to evolve your business practices by identifying gaps and responding to challenges. Working with AssetMark brings time and resources back into your business so you can do what you do best: helping your clients achieve their financial goals.Learn More →
We’re in the relationship business. AssetMark cares about supporting your clients’ success just as much as you do. That’s why we specialize in developing user-friendly tools that provide compelling and informative experiences for your clients and reduce your administrative workload. Coupled with our market insights, tailored guidance, and professional development, you’ll be able to focus your time on your clients.
Outsourcing to a third-party investment platform can feel like a big change. That’s why we studied the outcomes of advisors who switched—so you can see the value of outsourcing for you and your clients.
Stay connected to your peers and keep up to date with the latest trends, developments, and thought leadership in the financial industry.