Deliver a Modern Client Experience
IBD-registered representatives who work with AssetMark gain access to a spectrum of innovative technologies, services, and solutions—all of which elevate the client experience and attract high-value prospects.
What You Stand to Gain
An Eye on the Future
We don’t believe that one size fits all. RIAs who work with AssetMark are free to use as much or as little of our solution infrastructure as they like, with easy integrations between our proprietary solutions and their existing tools.
More Than a TAMP
We don’t just point advisors to a set of services and say “take it or leave it”; we make a difference in our advisors’ businesses because we differentiate our services to meet the needs of each individual advisor.
Time
As an IBD-registered representative, you want as much time as possible to spend on your clients, not on back-office tasks and administration. We’ll handle the transactional aspects of your work so you can focus on providing your services in the way that only you can.
The Services You’ll Benefit From
Whether you’re seeking to grow, already established or just getting started, we can guide your practice to the next level.
Stay Current as the Industry Develops
We don’t stand still, and by using our services, neither will you. AssetMark employs professionals dedicated to assessing the latest technological, market, and business trends. As we make new advancements, we build those innovations into our services so our advisors can stay on the cutting edge for their clients.
Achieve Operational Efficiency and Gain Human Capital
AssetMark’s practice management team has deep experience in evaluating advisor businesses, identifying opportunities, and implementing solutions. We’ll help streamline the administrative aspects of your business to give you more time to focus on your clients, and we’ll help you address your staffing needs based on where your firm is today and where you want it to go.
Broker-Dealer Approved
As an IBD-registered representative, it’s natural that you’ll lean on your broker-dealer for some services and look elsewhere for others. At AssetMark, we don’t simply offer a one-size-fits-all solution; we provide a range of investment management, retirement, estate planning, and other advanced planning services. No matter what the specifics of your arrangement is with your broker-dealer, we can help you round out your service offering.
Stay Ahead of the Curve
Work with AssetMark to provide your clients with the innovative, cutting-edge experience they deserve.
Explore Our Services
We offer a range of services to support your financial advisory practice. No matter what challenge you’re facing, AssetMark can help.
Digital Technology
Elevate the client experience and streamline your administrative tasks with AssetMark’s digital solutions.
Sales and Service
Whatever your needs—business consulting, technical support, or a community of peers to connect with—AssetMark is here to help.
Investment Management
Help your clients stay on track toward their goals with AssetMark’s portfolio solutions, research, and innovative investment strategies.
Retirement Solutions
Diversify your offerings with one of the most-needed services out there—retirement services.
It can be a challenge to give your clients the attention they deserve and grow your business at the same time. At AssetMark, we’ve worked with numerous RIAs to make growing their business easier. Now, we’ve collected our insights into our latest eBook: An RIA’s Guide to Business Growth: What’s Getting in the Way?
Become an RIA
Curious About Transitioning to an RIA?
Being an IBD-registered representative is often one step on a journey that culminates in becoming a registered investment advisor (RIA). Taking the next step on your own can be intimidating. That’s why AssetMark is focused on supporting RIAs and advisors interested in transitioning to an RIA.
Recent Insights
From Exploration to Execution: A Practical Framework to Navigate Partial or Full Transitions
Succession is not a single decision. It is a structured journey. Whether you want to…
Meeting Clients Where They Are: The ACE Program Approach to Next-Gen Advising
Key Takeaways The ACE program (Awareness, Coaching, Engagement) gives financial advisors a framework to serve…
