Deliver a Seamless Client Experience

Working with AssetMark means gaining a team of professionals that care just as much about your and your client’s success as you do.

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SERVICE AND SUPPORT

Spend More Time With Clients

As a financial advisor, your clients are looking for a trusted guide, an experienced consultant, a coach—you’ll find the same qualities in your team at AssetMark. Leverage our expertise and solutions to deliver more value to your clients with your time and attention.

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 solutions and services make this process more efficient?

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AssetMark’s business consulting team can facilitate the creation and distribution of marketing materials to help attract leads to your practice
Leverage white-label content to use for your marketing and sales collateral
AssetMark will develop workflows in your CRM ensuring access to key data to streamline your processes

Onboarding

Key Moments

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

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 as their advisor

Enabling Features

How can AssetMark’s solutions and services make this more efficient?

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We’ll develop workflows in your CRM to ensure that your onboarding process is carried out efficiently and effectively each time, ensuring a seamless transition from lead to client.
Digitally sign and store documentation, enabling your new clients to complete the onboarding process more quickly and providing you with a secure, paperless means of maintaining key account documentation (subject to broker-dealer approval).

Advice Delivery

Key Moments

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

Developing 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 proposal

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

Enabling Features

How can AssetMark’s solutions and services ensure your client’s happiness during this stage?

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Leverage AssetMark and strategist market commentaries and investment research to keep your new client informed on the current financial landscap
Ensure you build an understanding of your clients’ needs, goals, and expectations early in the process with AssetMark’s digital solutions. Gather key data such as your clients’ risk tolerance and goals through an intuitive, professional client portal.

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 solutions and services ensure your client’s satisfaction during this stage?

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Depending on your core specialty, you can let AssetMark craft customized portfolios for your clients. Alternatively, AssetMark can take a supportive role, supplying thoroughly researched, pre-built portfolios as well as a lineup of vetted, third-party investment solutions for you to combine to help your clients meet their unique goals.
If you’d rather handle portfolio creation yourself, leverage investment technologies to easily create or upload portfolios, evaluate their performance over time, and deliver reports for your clients so they can stay up to date on where they stand.

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?

The client fully understands when an event merits a change in strategy and when an event is merely natural market volatility
Whenever desired, the client can assess how their portfolio is performing
Their advisor remains an active source of guidance, both when their portfolio is performing as expected or not

Enabling Features

How can AssetMark’s solutions and services ensure your client’s happiness during this stage?

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AssetMark’s solutions offer robust reporting capabilities, enabling you to quickly generate comprehensive reports to keep your clients informed and engaged.
Our solutions also offer clear, compelling visualizations and dashboards that your clients can access anytime they choose via desktop or mobile, improving your client experience.

Servicing

Key Moments

What are the key moments you need to focus on when providing on-going service to 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

How can AssetMark’s solutions and services ensure your client’s satisfaction during this stage?

Just like you’re always there for your clients, we’ll always be there for you; our experts are ready to provide you with support, guidance and educational collateral to support the client experience.
AssetMark provides ongoing support to your solutions, ensuring  they’re tailored to your clients’ unique needs and present a seamless user experience.

Enabling Features

How can AssetMark’s technology solutions and services help?

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AssetMark’s technical team provides on-going support to your solutions, ensuring that they’re tailored to your unique needs, updated on time, and operating appropriately.
Any questions that your clients have for you, you can surface to us. We’ll provide you with support, guidance, and educational collateral to ensure that your clients remain well-informed and worry-free about their investments.

See How We Can Help

No two firms are alike; speak with one of our experts to evaluate how our support can drive efficiency in your business.

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