Bring Your Practice to Life

Our platform is tailored to your needs—no matter the scale, challenges, or goals of your practice

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Technology and Service

Explore Our Platform

With a powerful open-architecture design, our platform provides advanced investment selection, modeling, and portfolio analytics, all with ongoing support for your firm’s unique goals. In conjunction with our technical capabilities, we deliver service and practice management support to help grow your practice.

Explore Our Platform

Digital

Elevate your client experience through digital tools that clarify performance, goals, and the road to ... Learn More

Consulting and Service

See how AssetMark’s service and consulting teams can transform your business and deliver more value to ... Learn More

Investment Management

Forge a path to your clients’ financial goals through our curated, vetted investment management ... Learn More

Retirement Solutions

Diversify your services and simplify retirement services for both your practice and your clients. Learn More

Why Choose AssetMark

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Scalable

Our solutions and services can be adapted to practices of any size and grow alongside you as you grow.
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Curated

AssetMark’s investment solutions have been carefully vetted against our Investing Evolved framework to ...
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Flexible

Our experienced team works with you to determine where your practice's greatest needs lie and recommend ...
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Compelling

Clients have varying degrees of understanding when it comes to their investments. We deliver solutions ...
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Open-Architecture Custodial Services

Custodial Services for Your Trust Assets

When it comes to securing trust assets, flexibility is key. AssetMark’s platform gives you the option to choose from well-known custodians like BNY Mellon | Pershing, TD Ameritrade, and Fidelity, along with our own custodian, AssetMark Trust. Custodial services are integrated or linked within our platform, giving you easy access to reporting, forms, and other tools. Each custodian offers financial stability, data security, and peace of mind when it comes to securing your clients' assets.

0 Hours saved per week by outsourcing investment management
0 % Growth in assets under management on average
0 % Respondents reporting that outsourcing improved their client relationships

Deliver A Better Client Experience

Want to learn more about AssetMark’s platform?

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AssetMark Blog

October 22, 2020

Empowering Women in Financial Services

At AssetMark, we believe everyone should have access to financial planning and advice, and that our industry needs to continue to expand its recruiting and retention...
September 1, 2020

Respect is a Core Value of AssetMark

At our recent executive committee meeting, we discussed the terrible tragedy of the senseless killing of George Floyd. It was an emotional conversation. All of us are...
March 31, 2020

Our Response to an Unprecedented Time

For more than 20 years, AssetMark has been dedicated to making a difference in the lives of our advisors and their clients. Right now, we’re facing a truly unprecedented...