Back Office Support On Demand

Your clients deserve to have your dedicated focus on their financial future—don’t let administrative tasks detract from your area of expertise.

SERVICE AND SUPPORT

Focus on Your Clients

Working with AssetMark means you’re ready to transform your business. We’ll identify opportunities for efficiency and provide you with the tools and knowledge to ensure your time is spent on value-added services for your clients; not administrative tasks. From marketing to management, our team will address your business’s needs through strategic, personalized guidance.

Practice Management

Expand Your Offerings

No matter what your goals are, AssetMark’s business consulting team is ready to help diversify your service offerings and expand your client base. Our third-party wealth management platform provides impactful, compelling technology, client communication solutions, actionable reporting, and more.

11 Hours saved per week when outsourcing primarily with AssetMark

90 % Experience growth in assets when outsourcing 50%+ of assets

89 % Reporting that outsourcing improved their client relationships

Time and resources are tight in newer practices, which is why many advisors looking to get established choose to outsource their investment management to third-party experts like AssetMark. Read our study on the impact of outsourcing to learn more.

Why AssetMark

Build Your Foundation

You tailor your advice to your client’s unique needs; AssetMark will do the same for you. Whatever obstacles you face in establishing your practice—whether that’s spending less time on business processes and more on your clients, performing portfolio research or adopting the right technology for success—we’ll assess what gaps exist in your practice, identify the path forward, and stick with you until you achieve your goals.

Recent Insights

Featured

January 13, 2025

How to Win the Trust Talent Tug-of-War with Technology

In the world of trust and wealth management, growth hinges on two imperatives — securing top talentand leveraging cutting-edge technology.

January 8, 2025

The Power of Tax-Loss Harvesting: A Key Tax Optimization Tool

As an advisor, you know firsthand that taxes can consume a significant amount of your client's investment returns and income each year. Acting as their trusted financial...

Cash Solutions

November 22, 2024

Managing Cash in a Declining Rate Environment

Over the past 2+ years the Fed consistently raised rates from a low of 0%-0.25% in the pandemic to 5.25%-5.5% by summer 2024. While this period of high and rising rates...

View All Blog Posts

Security and Privacy Forms and ADV Terms and Conditions

AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.