Compare the financial and operational health of your business to peer benchmarks, track performance over time, and identify opportunities for growth

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The Business Assessment Tool gives you the ability to objectively analyze your business, identify areas of strength, evaluate opportunities for improvement, and make changes based on what you discover. With just a few simple inputs, the tool provides you with a sophisticated view of your business performance, allowing you to: 

  • Benchmark your firm 
  • Calculate key performance metrics 
  • Provide comparisons against key performance indicators.  

By creating a clear picture of the drivers that increase or decrease practice value, you can build a better and more valuable business. 
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AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.

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