Tools to Transform Your Business

Streamline your business and deliver greater value with AssetMark.

Your Differentiator

What Makes a Financial Advisor Stand Out?

It could be the wide array of services you offer, the personal attention you pay to each client, or your expertise in a core specialty; whatever it is that makes you stand out from the crowd can be magnified with the right tools at your disposal.

The AssetMark Advisor Journey

See how AssetMark’s services and solutions can support your client relationships through every step of your journey with us.

Prospecting

Key Moments

What are the key moments you need to focus on when prospecting for new clients?

A potential client discovers you and learns about your value proposition

They become a prospect

They become a client

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

Effectively crafted and executed marketing campaigns

A smooth sales process that answers all of your client’s questions

A full understanding of the products and services they are using

Enabling Features

How can AssetMark’s technology solutions and services help?

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AssetMark will help you integrate your CRM, ensuring access to key data to better address operational efficiency and other needs.

Using eWealthManager, demonstrate the tools available, demystifying your clients’ experience of working with you

Onboarding

Key Moments

What are the key moments you need to focus on when onboarding a new client?

Presenting the onboarding process

Document preparation and signing

Funding the account

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

An efficient and fast onboarding process

A complete understanding of the steps involved in funding their account

An understanding of what they’re responsible for, and what you’re responsible for

Enabling Features

How can AssetMark’s technology solutions and services help?

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We’ll develop workflows in your CRM to ensure that every critical step in your onboarding process is hit, ensuring both compliance and expediency.

Our eSignature and electronic document storage mean you won’t have to maintain paper-based files and that you’ll have all pertinent information in a secure, centralized location in the event of an audit.

Advice Delivery

Key Moments

What are the key moments you need to focus on when delivering advice to a new client?

Cultivating a holistic view of the client’s needs, goals, risk tolerance, and financial position

Developing a financial plan based on this understanding

Presenting the financial plan

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

A sense that their advisor understands their financial concerns and goals

A clearly and professionally presented financial plan

Effectively using real-world data to deliver a realistic, fact-based proposal

Enabling Features

How can AssetMark’s technology solutions and services help?

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Through our client-facing solutions, you can assess and record a client’s risk tolerance, goals, and financial wellness to inform your strategy.

Through eWealthManager, advisors can source investments, loans, and financial accounts data to build their proposals.

Present a personalized, compelling proposal through Savos Personal Portfolios.

Portfolio Construction

Key Moments

What are the key moments you need to focus on when developing a portfolio for a client?

Preparing model portfolios that represent common investor profiles

Comparing your model portfolios to a given client and adjusting for their unique needs

Executing the developed portfolio

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

Adjusting your model portfolios to fit your client’s needs

Clearly communicating the nature and reasoning of these adjustments

Presenting relevant and engaging metrics that can help keep your client informed

Enabling Features

How can AssetMark’s technology solutions and services help?

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AssetMark’s PortfolioEngine enables you to easily create or upload portfolios, evaluate their performance over time based on a variety of metrics, and present portfolios and their performance to clients in an easily digestible format.

Monitoring

Key Moments

What are the key moments you need to focus on when monitoring an account’s performance?

Quarterly reporting

Changes in the client’s life or market events trigger a reassessment

Market volatility catches the client’s attention

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

They fully understand when an event merits a change in strategy and when an event is merely normal market volatility

Whenever desired, they can assess how their portfolio is performing

You remain an active source of guidance, when their portfolio is performing as expected or not

Enabling Features

How can AssetMark’s technology solutions and services help?

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AssetMark’s solutions are web-based and mobile-enabled, ensuring that your client can access and assess their portfolios whenever they desire

Solutions such as eWealthManager, PortfolioEngine, and integrated third-party technologies all provide robust reporting capabilities to present portfolio performance in a clear and engaging way

Servicing

Key Moments

What are the key moments you need to focus on when developing a portfolio for a client?

Technical or financial issues arise when a client attempts to access their portfolio

A client has a question about their bill or statement

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

Billing is always correct and easy to understand

Advisors expediently answer any questions and resolve any technical issues

Enabling Features

How can AssetMark’s technology solutions and services help?

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AssetMark provides on-going support to your solutions, ensuring that they’re tailored to your unique needs, updated on time and operating appropriately.

We’ll support your CRM integration efforts to help you make the most of your tools and systems, track and resolve client tickets, and deliver a superlative client experience.