It could be the wide array of services you offer, the personal attention you pay to each client, or your expertise in a core specialty; whatever it is that makes you stand out from the crowd can be magnified with the right tools at your disposal.
The AssetMark Advisor Journey
See how AssetMark’s services and solutions can support your client relationships through every step of your journey with us.
We’ll develop workflows in your CRM to ensure that every critical step in your onboarding process is hit, ensuring both compliance and expediency.
Our eSignature and electronic document storage mean you won’t have to maintain paper-based files and that you’ll have all pertinent information in a secure, centralized location in the event of an audit.
AssetMark’s PortfolioEngine enables you to easily create or upload portfolios, evaluate their performance over time based on a variety of metrics, and present portfolios and their performance to clients in an easily digestible format.
AssetMark’s WealthBuilder solution offers your clients an easy way to input their goals, delineate the assets and investing strategies they’re interested in and monitor their portfolio’s on-going performance against their planned outcome.
AssetMark’s solutions are web-based and mobile-enabled, ensuring that your client can access and assess their portfolios whenever they desire
Solutions such as eWealthManager, PortfolioEngine, WealthBuilder, and integrated third-party technologies all provide robust reporting capabilities to present portfolio performance in a clear and engaging way
AssetMark, Inc. ("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 is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.