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

Retirement Planning

June 5, 2025

Smarter Tax Strategies with Direct Indexing

Taxes can be one of the biggest drags on long-term portfolio performance. And in today’s market, clients are more tuned in than ever to the impact taxes have on their bottom...

Outsourcing

May 29, 2025

The Power of Outsourcing Investment Management for Trust Departments

As a trust department, managing client portfolios while handling the day-to-day operations of your business can quickly become overwhelming. Imagine trying to balance client...

Financial Planning

May 22, 2025

Tax Optimization Strategies for a Changing Financial Landscape

In today’s evolving financial landscape, advisors need to do more than react to changes to stay ahead—you need to seize opportunities to enhance client outcomes. Tax...

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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.