A Powerful Collaboration

One Seamless Trust Accounting and Wealth Management Solution

Featured Image: Boosting Productivity with Integrated Trust Administration Solutions

Expand Your Services

Our Bank Trust Solutions

Trust organizations are balancing increasing client expectations, growing competition for wealth management relationships, and the need to operate efficiently while maintaining fiduciary standards. AssetMark provides the investment, planning, operational, and consulting resources trust departments need to strengthen their wealth management programs and serve clients with confidence.

Whether supporting established relationships or pursuing more complex high net worth and ultra-high net worth opportunities, AssetMark helps trust organizations expand their capabilities while leveraging existing trust accounting infrastructure and workflows.

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Capabilities Designed for Trust Organizations

We support institutional wealth programs with the resources, expertise, and operational support needed to compete and grow:

Trust accounting system connectivity
Wealth management technology & platform support
Investment capabilities
High Net Worth & Ultra High Net Worth Custom Portfolio Solutions
Trust and Estate planning support
Tax management overlay services
Business consulting
Service and operational support

Featured Image: How Financial Advisors Expand Their Service Offering with Tax Management

Trust Accounting Connectivity

Ability to connect with trust accounting systems and support existing operational workflows.

Investment Capabilities

Manager research, due diligence, portfolio guidance, and investment consulting resources to support a broad range of client needs, including high net worth and ultra-high net worth relationships.

Planning Support

Trust, estate, and advanced planning resources to help address the increasingly complex needs of affluent and multigenerational families.

Business Consulting

Guidance to help wealth progrgams grow, evolve, and operate more effectively.

White Glove Service & Support

High-touch service and operational support to help trust departments navigate complex client, investment, and administrative needs.

See How Trust Organizations Are Leveraging AssetMark

First State Bank

Creating a seamless experience with trust investments doesn’t have to be challenging. See how First State Bank delivered real-time account opening for their clients.

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National Exchange Bank and Trust

See how National Exchange Bank and Trust partnered with AssetMark and Cheetah to transform decades-old processes into a unified, scalable platform built for growth.

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Resources for Trust and Wealth Leaders

Let’s Talk About Your Wealth Program

Whether you’re looking to expand investment capabilities, strengthen planning resources, improve operational efficiency, or support future growth, our team can help.

Schedule a conversation