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.

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AssetMark Makes Administration Easy

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

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Client Engagement

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

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

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

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 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.

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AssetMark Blog

December 11, 2020

Rethinking Your “Giving Season” Philosophy

As a challenging year comes to an end, despite the many hardships that affect us all, people are still looking at ways they can donate time and money to help those in even...
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...