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.

    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

    Institutional Solutions

    AssetMark Institutional provides a fully assembled, holistic solution for RIAs seeking efficiency, ... 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

    March 26, 2021

    How Financial Advisors Can Diversify Their Offering

    Specialization certainly has its benefits: Financial advisors who specialize build up deep knowledge in their chosen niche, and clients looking for that particular service...
    March 22, 2021

    Busting 3 Myths about Financial Advisor Client Communication

    Consider the financial advising experience from the client perspective. They’ve decided to entrust a stranger with a huge portion of their assets. More than that, they’ve...
    April 28, 2021

    How an End-to-End Asset Management Software Helps Advisors Focus on Their Clients

    For financial advisors, change is to be expected. Much of our work centers on responding to change—market fluctuations, ensuring positive change in clients’ lives,...