Help Your Investors Meet Their Goals

Deliver a roadmap to your investors’ desired future through financial planning.

AssetMark’s Financial Planning Support

Market volatility, investor anxiety, fear of missing out—help your investors identify and meet their goals as their circumstances evolve and change.

Data-Based Planning

Use bank, investment, loan, and financial account data to inform your client’s financial plan.

Contingency Planning

Evaluate the impact of external events and life changes on your client’s financial plan.

Detailed and Actionable

Whatever your client’s goals—home ownership, early retirement, debt repayment—show them how to get there.

Goals-Based Planning

Clarify Your Clients’ Futures

Use AssetMark’s financial planning solutions to keep your clients on track to meet their goals. Successful wealth management requires careful planning, steady measurement against progress, and commitment to your clients’ goals despite their short-term fears. The financial planning solutions we provide—such as Voyant, WealthBuilder, and MoneyGuide—will ensure you help them stay on track.

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Client Engagement

Meet the Demand

Clients expect their financial advisors to support them through financial planning services. Providing these digital experiences is key to attracting a wider client base and engaging with your existing clients. With AssetMark, you’ll gain access to digital financial planning services that can inspire your clients.

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11 Hours saved per week when outsourcing primarily with AssetMark

90 % Experience growth in total assets when outsourcing 50%+ of assets

89 % Report that outsourcing improved their client relationships

Outsourcing to a third-party asset management platform can feel like a big change. That’s why we studied the outcomes of advisors who switched to outsourcing—so you can see the value of outsourcing for you and your clients.

Why AssetMark

We Put Your Clients First

You act as a steward to your investors’ financial futures. As a financial advisor, why shouldn’t you expect the same from the firms you do business with? With AssetMark, you’ll gain an ally that’s just as invested in your clients’ futures as you are. Whether it’s through education, financial planning, or administrative support, we’ll work hard to take good care of you and your clients.

Recent Insights

Featured

March 24, 2025

The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts

The financial landscape is on the brink of a seismic shift as trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs. This...

Wealth Management

March 13, 2025

Why a Unified Trust and Wealth Management Solution Matters

As trust executives navigate an evolving financial landscape, the need for a unified approach to trust and wealth management has never been greater. Clients expect seamless,...

Financial Planning

February 18, 2025

How to Position Tax Planning as a Value-Added Service for Financial Advisors

Incorporating tax planning as a value-added service can set you apart as a financial advisor, helping you attract new clients and strengthen existing relationships. Taxes are...

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Security and Privacy Forms and ADV Terms and Conditions

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, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.