Help Your Investors Meet Their Goals

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

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    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.

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    Data-Based Planning

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

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

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

    0 Hours saved per week when outsourcing investment management
    0 % Growth in assets under management on average
    0 % Respondents reporting that outsourcing improved their client relationships

    Considering Outsourced Financial Planning?

    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.

    Download The Whitepaper Download The Study Highlights
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    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.

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    AssetMark Blog

    March 26, 2021

    How Financial Advisors Can Diversify Their Offering

    Specialization certainly has its benefits: Financial advisors who specialize build up deep knowledge in their chosen niche, and clients looking for that particular service...
    March 22, 2021

    Busting 3 Myths about Financial Advisor Client Communication

    Consider the financial advising experience from the client perspective. They’ve decided to entrust a stranger with a huge portion of their assets. More than that, they’ve...
    April 28, 2021

    How an End-to-End Asset Management Software Helps Advisors Focus on Their Clients

    For financial advisors, change is to be expected. Much of our work centers on responding to change—market fluctuations, ensuring positive change in clients’ lives,...