Back Office Support On Demand

Your clients deserve to have your dedicated focus on their financial future—don’t let administrative tasks detract from your area of expertise.

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SERVICE AND SUPPORT

Focus on Your Clients

Working with AssetMark means you’re ready to transform your business. We’ll identify opportunities for efficiency and provide you with the tools and knowledge to ensure your time is spent on value-added services for your clients; not administrative tasks. From marketing to management, our team will address your business’s needs through strategic, personalized guidance.

PRACTICE MANAGEMENT

Expand Your Offerings

No matter what your goals are, AssetMark’s business consulting team is ready to help diversify your service offerings and expand your client base. Our third-party wealth management platform provides impactful, compelling technology, client communication solutions, actionable reporting, and more.

Hours saved per week when outsourcing primarily with AssetMark

Experience growth in assets when outsourcing 50%+ of assets

Reporting that outsourcing improved their client relationships

Time and resources are tight in newer practices, which is why many advisors looking to get established choose to outsource their investment management to third-party experts like AssetMark. Read our study on the impact of outsourcing to learn more.

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WHY ASSETMARK

BUILD YOUR FOUNDATION

You tailor your advice to your client’s unique needs; AssetMark will do the same for you. Whatever obstacles you face in establishing your practice—whether that’s spending less time on business processes and more on your clients, performing portfolio research or adopting the right technology for success—we’ll assess what gaps exist in your practice, identify the path forward, and stick with you until you achieve your goals.

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