Overcome Constraints to Growth

Rely on AssetMark’s technology and consulting services to reduce the amount of time spent on administrative tasks. Reserve more time for your clients and growing your business.

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OUTSOURCING FOR EFFICIENCY

Focus on What You Do Best

As your business has grown, so too have demands on your time. Take that time back by outsourcing the work that’s secondary to your core competency. Focus on your clients, on growing your business further, on perfecting your service specialty—let AssetMark support your efforts to grow by taking back-office tasks off your shoulders.

The AssetMark Advisor Journey

See how AssetMark’s services and solutions can support your client relationships through every step of your journey with us.

Prospecting

Key Moments

What are the key moments you need to focus on when prospecting for new clients?

A potential client discovers you and learns about your value proposition

They become a prospect

They become a client

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

Effectively crafted and executed marketing campaigns

A smooth sales process that answers all of your client’s questions

A full understanding of the products and services they are using

Enabling Features

How can AssetMark’s solutions and services make this process more efficient?

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AssetMark’s business consulting team can facilitate the creation and distribution of marketing materials to help attract leads to your practice

Leverage white-label content to use for your marketing and sales collateral

AssetMark will develop workflows in your CRM ensuring access to key data to streamline your processes

Onboarding

Key Moments

What are the key moments you need to focus on when onboarding a new client?

Presenting the onboarding process

Document preparation and signing

Funding the account

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

An efficient and fast onboarding process

A complete understanding of the steps involved in funding their account

An understanding of what they’re responsible for, and what you’re responsible for as their advisor

Enabling Features

How can AssetMark’s solutions and services make this more efficient?

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Digitally sign and store documentation, enabling your new client to complete the onboarding process more quickly and providing you with a secure, paper-less means of maintaining key account documentation.

We’ll develop workflows in your CRM to ensure that every critical step in your onboarding process is hit, ensuring both compliance and expediency.

Key Moments

What are the key moments you need to focus on when delivering advice to a new client?

Developing a holistic view of the client’s needs, goals, risk tolerance, and financial position

Developing a financial plan based on this understanding

Presenting the financial plan proposal

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

A sense that their advisor understands their financial concerns and goals

A clearly and professionally presented financial plan

Portfolio Construction

Key Moments

What are the key moments you need to focus on when developing a portfolio for a client?

Preparing model portfolios that represent common investor profiles

Comparing your model portfolios to a given client and adjusting for their unique needs

Executing the developed portfolio

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

Adjusting your model portfolios to fit your client’s needs

Clearly communicating the nature and reasoning of these adjustments

Presenting relevant and engaging metrics that can help keep your client informed

Enabling Features

How can AssetMark’s technology solutions and services help?

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AssetMark provides thoroughly researched, pre-built portfolios as well as a lineup of vetted, third-party investment solutions. These portfolios and investment options can be tailored to fit your clients’ unique needs—or, let us take care of the investment management entirely so you can focus on your clients.

Our investment technologies enable you to easily create or upload portfolios, evaluate their performance over time and craft reports for your clients so they can stay up to date on where they stand.

Monitoring

Key Moments

What are the key moments you need to focus on when monitoring an account’s performance?

Quarterly reporting

Changes in the client’s life or market events trigger a reassessment

Market volatility catches the client’s attention

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

The client fully understands when an event merits a change in strategy and when an event is merely natural market volatility

Whenever desired, the client can assess how their portfolio is performing

Their advisor remains an active source of guidance, both when their portfolio is performing as expected or not

Enabling Features

How can AssetMark’s solutions and services make this process more efficient?

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AssetMark’s solutions offer both mobile support and robust reporting capabilities. This way, your client will be able to answer their own questions regarding portfolio performance—and when they do come to you for a review of their portfolio, you’ll be able to quickly generate a comprehensive and engaging report.

You can set automated alerts and triggers in AssetMark’s solutions to inform you when key events occur, freeing you from the need to actively monitor performance.

Servicing

Key Moments

What are the key moments you need to focus on when providing on-going service to a client?

Technical or financial issues arise when a client attempts to access their portfolio

A client has a question about their bill or statement

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

Billing is always correct and easy to understand

Advisors expediently answer any questions and resolve any technical issues

Enabling Features

How can AssetMark’s technology solutions and services help?

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AssetMark’s technical team provides on-going support to your solutions, ensuring that they’re tailored to your unique needs, updated on time, and operating appropriately.

Any questions that your clients have for you, you can surface to us. We’ll provide you with support, guidance, and educational collateral to ensure that your clients remain well-informed and worry-free about their investments.

See How We Can Help

No two firms are alike; speak with one of our experts to evaluate how our support can drive efficiency in your business.

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