Simplify Administration

Growth doesn’t have to make administrative tasks harder—working with AssetMark makes managing your growing client base an efficient and straightforward task.

AssetMark Makes Administration Easy

Focus on delivering the best service possible for your clients. We’ll handle the rest.

Client Engagement

We'll help you develop custom workflows into CRMs like Redtail to ensure client touchpoints run smoothly.

Investor Communication

Our solutions provide data-driven insights, making it easy to discuss markets changes and goals.

End-to-End Visibility

Prospect, compare, implement, and provide ongoing monitoring and benchmarking—through a single dashboard.

Streamlined Administration

Your One-Stop Shop

Explore real-time account information, research investments and generate accurate billing and statements from a single portal. Switching between a half-dozen tools to conduct the back-office tasks that keep your practice running is an inefficient use of your time. Streamline your administrative tasks and turn your attention back to your client.

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Client-Facing Solutions

Communicate Value

Empower your clients to visualize risk, benchmark performance, and compare the effect of different strategies and asset classes. AssetMark’s client-facing digital wealth management platform provides easy-to-understand, data-based tools for creating portfolios, comparing options, and developing a long-term plan.

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 of 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 work hard to take good care of your clients.

Recent Insights

Outsourcing

December 19, 2025

Investment Outsourcing in Bank Trust: The 2026 Build vs. Buy Guide

As trust and wealth leaders prepare for the 2026 budgeting cycle, they face a landscape defined by steady but moderate growth, rising operational demands, and a demographic...

RIA

December 12, 2025

The RIA Squeeze: Navigating Complexity, Competition, and Client Expectations

The RIA industry is changing faster today than at any point in my 30+-year career.

Next Generation

November 17, 2025

Private Markets Unlocked: Bridging the Technology Divide

Private markets aren’t just for institutions anymore. More value is now being created inside private companies, and individual investors are starting to notice. Consider two...

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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.