Bring Your Practice to Life
Our platform is tailored to your needs—no matter the scale, challenges, or goals of your practice
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 financial wellbeing.
Consulting and Service
See how AssetMark’s service and consulting teams can transform your business and deliver more value to your clients.
Investment Management
Forge a path to your clients’ financial goals through our curated, vetted investment management solutions.
Tax Management Services
Tax Management Services
Uncover tax-saving opportunities with AssetMark’s Tax Management Services.
Retirement Solutions
Diversify your services and simplify retirement services for both your practice and your clients.
Why Choose AssetMark
Scalable
Our solutions and services can be adapted to practices of any size and grow alongside you as you grow.
Curated
AssetMark’s investment solutions have been carefully vetted against our Investing Evolved framework to help your clients’ investments respond to market events without losing sight of long-term goals.
Flexible
Our experienced team works with you to determine where your practice’s greatest needs lie and recommend solutions accordingly. When your needs change, we tailor our recommendations to fit.
Compelling
Clients have varying degrees of understanding when it comes to their investments. We deliver solutions that clarify uncertainty in an engaging, informative fashion.
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 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.
Want to learn more about AssetMark’s platform?
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