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    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 White Paper 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

    February 11, 2022

    The Ultimate Guide to Financial Advisor Marketing

    Financial advisors provide a much-needed service. Everyone needs guidance on how to build and manage their wealth—only it’s not easy to find that guidance.
    February 16, 2022

    Financial Advisors’ Front-, Middle-, and Back-Office Outsourcing

    In our most recent Impact of Outsourcing study, we asked over 750 financial advisors to report on why, what, and how they outsource elements of their business. Ultimately, we...
    February 23, 2022

    The High-Net-Worth Client: Position Yourself to Check All of Their Boxes

    When it comes to service, is the High-Net-Worth client the same as the mass-affluent client, only wealthier? The short answer is… not exactly. While the HNW market is diverse...