We empower independent advisors

As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves.

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DIGITAL SOLUTIONS

Compelling Wealth Management Technology

From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, administrative tasks, and more time on your clients.

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SERVICE AND SUPPORT

Scalable, Personalized Service

AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly, customize your solutions, and connect with you.

INVESTMENT MANAGEMENT

Curated Investment Solutions

Use our platform to build portfolios that align with your clients’ risk tolerance and ensure the focus stays on their long-term goals. We offer a range of investment solutions designed to meet your client’s financial objectives. Choose from turnkey or DIY portfolios, custom high-net-worth solutions, and retirement services—all researched and monitored by a team of due diligence and investment professionals.

BANK TRUST

A Powerful Collaboration

AssetMark and Cheetah are collaborating to create a first-of-its-kind wealth management and trust accounting solution to address the expanding intersection of trust services and investment services with a digital ecosystem that sets both institutional wealth managers and advisors up for success.

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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.

Augment Your Services and Drive Efficiency

Implement dynamic solutions in your business that enhance your clients’ experience and provide you with the back-office support you need. With streamlined administrative support, insightful investment research, and robust client communication tools at your side, you’ll have more time than ever to devote to your clients’ unique needs.

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Identify Efficiencies

When you work with AssetMark, you don’t just gain compelling wealth management solutions—you gain a team of experienced professionals committed to your success. We’ll work with you to evolve your business practices by identifying gaps and responding to challenges. Working with AssetMark brings time and resources back into your business so you can do what you do best: helping your clients achieve their financial goals.

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Not Just a Vendor

We’re in the relationship business. AssetMark cares about supporting your clients’ success just as much as you do. That’s why we specialize in developing user-friendly tools that provide compelling and informative experiences for your clients and reduce your administrative workload. Coupled with our market insights, tailored guidance, and professional development, you’ll be able to focus your time on your clients.

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Gain an Advantage

You’re focused on providing quality service to your clients—you deserve the same in return. With AssetMark in your corner, we can help you expand your client base, guide the development of your staff, and innovate so you grow your business.

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Hours saved per week when outsourcing primarily with AssetMark

Experience growth in total assets when outsourcing 50%+ of assets

Report that outsourcing improved their client relationships

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.

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