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

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...

Succession Planning

September 3, 2024

6 Common Mistakes Advisors Make in Cash Allocations and Liquidity Management

Do you know the most common liquidity pitfalls for advisors and key discovery questions to help you form a strategy that fits the unique goals of your clients? This blog...

Succession Planning

August 2, 2024

Succession Planning for Financial Advisors: What's Next?

If you're considering retirement, you may be wondering how you can ensure a smooth transition – and extract maximum value from your business – with best practices on...

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.