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      Transform the Client Experience

      Elevate the client experience and streamline your administrative tasks with AssetMark’s digital solutions.

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      Compelling Technology Solutions

      Make an Impact

      You’re not one to adopt technology for technology’s sake; neither are we. AssetMark’s proprietary solutions and integrated third-party technologies are all designed to make a difference—to the amount of time you spend tending to back-office tasks, to your client’s experience, and to the success of your business.

      Your One-Stop Online Portal

      eWealthManager serves as your comprehensive advisor portal, combining client management and account administration in an intuitive, fully integrated and easily scaled online platform. With eWealthManager, you and your clients can stay on top of their portfolios and stay in touch with each other.

      AssetMark’s Digital Solutions

      Simplify administration and transform your client experience at the same time.

      Powerful
      Investor-Friendly
      Data-Driven
      Powerful

      Solutions That Fit Your Practice

      Just as every client has different challenges and goals, we understand that every financial advisor requires a different digital strategy to grow their practice, build closer relationships with their clients, drive efficiency, or attain their goals. Our platform and integrated third-party solutions contain a wide array of features and capabilities that you can use to drive the results your practice needs.

      • Tailored to Your Needs

        We’ll assess our goals and the gaps in your practice, recommending the right technologies for you.

      • Fully integrated

        Our solutions integrate into your CRM and with vetted third-party technology, such as Redtail, Voyant, MoneyGuide, and more.

      Investor-Friendly

      Easy-to-Use and Impactful

      We understand that digital technology is only as useful as it is easy to use. That’s why we designed all of our systems and tools to support investors through a simple, intuitive interface. Our tools facilitate portfolio monitoring, report creation, financial goals–based planning and more.

      • Mobile-ready

        Your clients will be able to view and monitor their portfolio anytime, anywhere.

      • Portfolio performance visualizations and dashboards

        Deliver simple, intuitive visualizations that help investors see where they stand, how they can expect performance to change under different market conditions, life events, and more.

      • White-labeled

        Our solutions and reports can be white-labeled, so you can easily present a consistent client experience and strengthen your brand.

      Data-Driven

      Data-Based Solutions That Drive Results

      The financial landscape is constantly changing. By basing your decisions off of the right data, you can easily review scenarios and present potential outcomes to your clients. AssetMark’s solutions are based on a variety of data streams that can help you stay ahead of change.

      • Based on real-world, aggregated data

        Our solutions are linked to the financial data aggregator Yodlee, which connects to over 17,000 global data sources.

      • Next best actions

        AssetMark’s technology helps you easily perform what-if scenarios for investments, review the range of potential outcomes, and present information in client-friendly reports.

        Reveal the optimal course of action to take in response to market events, client life changes and prospect actions.

      • Model and analyze financial plans

        Craft model portfolios and financial plans and analyze their performance against historical data, common client life events, and goals. Evaluate the viability of a financial plan after volatile market events or changes in the client’s life.

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      Why Assetmark

      Digital Solutions for the Modern Financial Advisor

      You tailor your advice to your client’s unique needs; AssetMark will do the same for you. Whatever obstacles you face in establishing your business—whether that’s spending less time on processes and more on your clients, performing portfolio research, or adopting the right technology for success—we’ll assess what gaps exist in your business, identify the path forward, and stick with you until you achieve your goals.
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      Security and Privacy Forms and ADV Terms and Conditions

      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.

      © 2024 Copyright AssetMark, Inc. All rights reserved. (101424 | C20-16871)