Broaden Your Client Base

You’ve got ambitious goals—AssetMark has the tools and expertise to drive growth and help you reach your goals.

REQUEST A CONSULTATION
man in blue suit talking
Grow Your Value

Sophisticated Investment Management Services

Our investment management solutions are based around innovative, time-tested strategies and thorough research. With AssetMark’s tailored third-party support, you’ll gain a diverse array of service offerings to attract more clients and deliver more value than ever before.

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 drive greater value and attract more clients during this phase?

LEARN MORE

Our consultants can craft a sophisticated social media strategy, presenting your brand in a segmented, targeted fashion to attract the right audience to your business.
Leverage AssetMark’s business development consultants to train junior staff on data-driven marketing and sales techniques.

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 as their advisor

Enabling Features

How can AssetMark’s solutions and services drive greater value and attract more clients during this phase?

LEARN MORE

Digitally sign and store documentation, enabling your new client to complete the onboarding process more quickly and providing you with a secure, paperless means of maintaining key account documentation.
Working with Salesforce and your CRM, we’ll assess and help you implement workflows for process improvements, ensuring a compliant, seamless transition from lead to client.
Use our client-facing investment management solutions to identify key account data for use during portfolio and financial plan creation.

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

How can AssetMark’s solutions and services drive greater value and attract more clients during this phase?

LEARN MORE

Use our client-facing solutions to gather client data in a seamless, organized fashion, simplifying the process of incorporating factors like risk tolerance, goals, financial wellbeing, and more into your proposal.
Through our online platform, eWealthManager, advisors can source bank, credit card, investment, loan, rewards, and other financial account data to build proposals, and clients can lay out their financial goals in an integrated instance of Voyant or MoneyGuide.

Enabling Features

How can AssetMark’s technology solutions and services help?

LEARN MORE

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?

LEARN MORE

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 drive greater value and attract more clients during this phase?

LEARN MORE

AssetMark offers a comprehensive and diverse range of pre-built, customizable portfolios based on thorough research and our innovative investment methodology.
Outsource as much or as little as you need—AssetMark can handle the total portfolio development process, or we can offer researched, vetted solutions to incorporate in your practice.
Our solutions are highly differentiated to deliver investments for a range of financial plans and goals. We offer guided investment solutions; retirement plans, including small business, 403b, and pension plans; cash programs; and more.

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

Key Moments

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

LEARN MORE

Use our client-facing solutions to gather client data in a seamless, organized fashion, simplifying the process of incorporating factors like risk tolerance, goals, financial wellbeing, and more into your proposal.
Through our online platform, eWealthManager, advisors can source bank, credit card, investment, loan, rewards, and other financial account data to build proposals, and clients can lay out their financial goals in an integrated instance of Voyant or MoneyGuide.

Enabling Features

How can AssetMark’s solutions and services drive greater value and attract more clients during this phase?

LEARN MORE

Our consultants can craft a sophisticated social media strategy, presenting your brand in a segmented, targeted fashion to attract the right audience to your business.
Leverage AssetMark’s business development consultants to train junior staff on data-driven marketing and sales techniques.

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

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 solutions and services drive greater value and attract more clients during this phase?

LEARN MORE

AssetMark provides on-going support to your solutions, ensuring that they’re tailored to your clients’ unique needs and present a seamless user experience.
Whenever a client or staff member raises a unique issue, our consulting and service teams will be there to assist.

See How We Can Help

No two firms are alike; speak with one of our experienced consultants to evaluate how our support can drive client satisfaction in your business.

REQUEST A CONSULTATION
Scroll to Top