Simplify Administration
Growth doesn’t have to make administrative tasks harder—working with AssetMark makes managing your growing client base an efficient and straightforward task.
AssetMark Makes Administration Easy
Focus on delivering the best service possible for your clients. We’ll handle the rest.
Client Engagement
We’ll help you develop custom workflows into CRMs like Redtail to ensure client touchpoints run smoothly.
Investor Communication
Our solutions provide data-driven insights, making it easy to discuss markets changes and goals.
End-to-End Visibility
Prospect, compare, implement, and provide ongoing monitoring and benchmarking—through a single dashboard.
Streamlined Administration
Your One-Stop Shop
Explore real-time account information, research investments and generate accurate billing and statements from a single portal. Switching between a half-dozen tools to conduct the back-office tasks that keep your practice running is an inefficient use of your time. Streamline your administrative tasks and turn your attention back to your client.
Client-Facing Solutions
Communicate Value
Empower your clients to visualize risk, benchmark performance, and compare the effect of different strategies and asset classes. AssetMark’s client-facing digital wealth management platform provides easy-to-understand, data-based tools for creating portfolios, comparing options, and developing a long-term plan.
Outsourcing to a third-party asset management platform can feel like a big change. That’s why we studied the outcomes of advisors who switched to outsourcing—so you can see the value of outsourcing for you and your clients.
Why AssetMark
We Put Your Clients First
You act as a steward of your investors’ financial futures. As a financial advisor, why shouldn’t you expect the same from the firms you do business with? With AssetMark, you’ll gain an ally that’s just as invested in your clients’ futures as you are. Whether it’s through education, financial planning, or administrative support, we work hard to take good care of your clients.
Recent Insights
AI Should Make Advice More Human
Clients trust AI-assisted advice more when an advisor verifies it. See how AssetMark uses AI to prepare clearer, more confident client conversations.
Capitalize on High Net Worth Client Migration
Learn how advisors can respond to high-net-worth client migration by supporting complex planning needs, service consolidation, and next-gen relationships.
Winning the HNW Client: How a Holistic Tax and Investment Strategy Sets Advisors Apart
High net worth clients are on the move—and the advisors winning their business provide more than investment management. Discover how AssetMark’s Tax Management Services and Private Markets solutions help advisors deliver the holistic, personalized experience HNW clients are actively seeking.