Our investment management solutions are based around innovative, time-tested strategies and thorough research. With AssetMark’s tailored third-party support, you’ll gain a diverse array of service offerings to attract more clients and deliver more value than ever before.
The AssetMark Advisor Journey
See how AssetMark’s services and solutions can support your client relationships through every step of your journey with us.
Digitally sign and store documentation, enabling your new client to complete the onboarding process more quickly and providing you with a secure, paperless means of maintaining key account documentation.
Working with Salesforce and your CRM, we’ll assess and help you implement workflows for process improvements, ensuring a compliant, seamless transition from lead to client.
Use our client-facing investment management solutions to identify key account data for use during portfolio and financial plan creation.
Use our client-facing solutions to gather client data in a seamless, organized fashion, simplifying the process of incorporating factors like risk tolerance, goals, financial wellbeing, and more into your proposal.
Through our online platform, eWealthManager, advisors can source bank, credit card, investment, loan, rewards, and other financial account data to build proposals, and clients can lay out their financial goals in an integrated instance of MoneyGuide Pro.
AssetMark offers a comprehensive and diverse range of pre-built, customizable portfolios based on thorough research and our innovative investment methodology.
Outsource as much or as little as you need—AssetMark can handle the total portfolio development process, or we can offer researched, vetted solutions to incorporate in your practice.
Our solutions are highly differentiated to deliver investments for a range of financial plans and goals. We offer guided investment solutions; retirement plans, including small business, 403b, and pension plans; cash programs; and more.
AssetMark’s solutions offer clear, compelling visualizations and dashboards that your client can access anytime via desktop or mobile, providing an elevated client experience.
Solutions such as eWealthManager, PortfolioEngine, WealthBuilder, and integrated third-party technologies 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.