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

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February 26, 2026

Beyond AUM: What Really Motivates Advisors to Buy or Sell a Book of Business

In succession conversations, valuation is foundational. It sets expectations and shapes what is possible. But the most successful transactions also depend on something less...

Business Planning

February 23, 2026

Succession Is Not an Exit Plan — It’s a Business Strategy (Preferably Started Before You’re Tired)

I recently sat on a panel focused on succession, transition, and valuation. One truth kept surfacing: most advisors think about succession about 10 years too late.

Next Generation

February 12, 2026

Wealth Isn’t Affluence—It’s Well-Being

In today’s rapidly evolving financial landscape, one idea is becoming increasingly clear: wealth is no longer defined solely by affluence. Younger generations are reshaping...

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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.