Deliver a Seamless Client Experience

Working with AssetMark means gaining a team of professionals that care just as much about your and your client’s success as you do.

Service and Support

Spend More Time With Clients

As a financial advisor, your clients are looking for a trusted guide, an experienced consultant, a coach—you’ll find the same qualities in your team at AssetMark. Leverage our expertise and solutions to deliver more value to your clients with your time and attention.

The AssetMark Advisor Journey

See how AssetMark’s services and solutions can support your client relationships through every step of your journey with us.

Prospecting

Enabling Features

How can AssetMark’s solutions and services ensure your client’s satisfaction during this stage?

Learn More

AssetMark’s business consulting team can facilitate the creation and distribution of marketing materials to help attract leads to your practice and share white-label content that you can use as your own marketing and sales collateral.
Our team can coach you on your social media strategy, ensuring that you build a strong brand and help you raise awareness for your practice and firm profile.

Onboarding

Enabling Features

How can AssetMark’s solutions and services ensure your client’s satisfaction during this stage?

Learn More

We’ll develop workflows in your CRM to ensure that your onboarding process is carried out efficiently and effectively each time, ensuring a seamless transition from lead to client.
Digitally sign and store documentation, enabling your new clients to complete the onboarding process more quickly and providing you with a secure, paperless means of maintaining key account documentation (subject to broker-dealer approval).

Advice Delivery

Enabling Features

How can AssetMark’s solutions and services ensure your client’s happiness during this stage?

Learn More

Leverage AssetMark and strategist market commentaries and investment research to keep your new client informed on the current financial landscape.
Ensure you build an understanding of your clients’ needs, goals, and expectations early in the process with AssetMark’s digital solutions. Gather key data such as your clients’ risk tolerance and goals through an intuitive, professional client portal.

Portfolio Construction

Enabling Features

How can AssetMark’s solutions and services ensure your client’s satisfaction during this stage?

Learn More

Depending on your core specialty, you can let AssetMark craft customized portfolios for your clients. Alternatively, AssetMark can take a supportive role, supplying thoroughly researched, pre-built portfolios as well as a lineup of vetted, third-party investment solutions for you to combine to help your clients meet their unique goals.
If you’d rather handle portfolio creation yourself, leverage investment technologies to easily create or upload portfolios, evaluate their performance over time, and deliver reports for your clients so they can stay up to date on where they stand.

Monitoring

Satisfaction Drivers

What ensures your client is satisfied during these key moments?

The client fully understands when an event merits a change in strategy and when an event is merely natural market volatility
Whenever desired, the client can assess how their portfolio is performing
Their advisor remains an active source of guidance, both when their portfolio is performing as expected or not

Enabling Features

How can AssetMark’s solutions and services ensure your client’s happiness during this stage?

Learn More

AssetMark’s solutions offer robust reporting capabilities, enabling you to quickly generate comprehensive reports to keep your clients informed and engaged.
Our solutions also offer clear, compelling visualizations and dashboards that your clients can access anytime they choose via desktop or mobile, improving your client experience.

Servicing

Satisfaction Drivers

How can AssetMark’s solutions and services ensure your client’s satisfaction during this stage?

Just like you're always there for your clients, we’ll always be there for you; our experts are ready to provide you with support, guidance and educational collateral to support the client experience.
AssetMark provides ongoing support to your solutions, ensuring they’re tailored to your clients’ unique needs and present a seamless user experience.

Enabling Features

How can AssetMark’s technology solutions and services help?

Learn More

AssetMark provides on-going support to your solutions, ensuring that they’re tailored to your unique needs, updated on time and operating appropriately.
We’ll support your CRM integration efforts to help you make the most of your tools and systems, track and resolve client tickets, and deliver a superlative client experience.

See How We Can Help

No two practices are alike; speak with one of our experienced consultants to evaluate how our support can drive client satisfaction in your business.

Upcoming Events

webinar | 10/17/2024

Empowering Your Team

Learn the best practices for hiring and ongoing talent management to foster a highly engaged firm.

webinar | 11/21/2024

Preparing Your Business For The Future

webinar | 09/19/2024

Elevate Your Client Experience

All Events

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.

Deliver a Seamless Client Experience

Service and Support

Spend More Time With Clients

The AssetMark Advisor Journey

Prospecting

Key Moments

A potential client discovers you and learns about your value proposition

They become a prospect

They become a client

Satisfaction Drivers

Effectively crafted and executed marketing campaigns

A smooth sales process that answers all of your client’s questions

A full understanding of the products and services they are using

Enabling Features

AssetMark’s business consulting team can facilitate the creation and distribution of marketing materials to help attract leads to your practice and share white-label content that you can use as your own marketing and sales collateral.

Our team can coach you on your social media strategy, ensuring that you build a strong brand and help you raise awareness for your practice and firm profile.

Onboarding

Key Moments

Presenting the onboarding process

Document preparation and signing

Funding the account

Satisfaction Drivers

An efficient and fast onboarding process

A complete understanding of the steps involved in funding their account

An understanding of what they’re responsible for, and what you’re responsible for as their advisor

Enabling Features

We’ll develop workflows in your CRM to ensure that your onboarding process is carried out efficiently and effectively each time, ensuring a seamless transition from lead to client.

Digitally sign and store documentation, enabling your new clients to complete the onboarding process more quickly and providing you with a secure, paperless means of maintaining key account documentation (subject to broker-dealer approval).

Advice Delivery

Key Moments

Developing a holistic view of the client’s needs, goals, risk tolerance, and financial position

Developing a financial plan based on this understanding

Presenting the financial plan proposal

Satisfaction Drivers

A sense that their advisor understands their financial concerns and goals

A clearly and professionally presented financial plan and proposal

Enabling Features

Leverage AssetMark and strategist market commentaries and investment research to keep your new client informed on the current financial landscape.

Ensure you build an understanding of your clients’ needs, goals, and expectations early in the process with AssetMark’s digital solutions. Gather key data such as your clients’ risk tolerance and goals through an intuitive, professional client portal.

Portfolio Construction

Key Moments

Preparing model portfolios that represent common investor profiles

Comparing your model portfolios to a given client and adjusting for their unique needs

Executing the developed portfolio

Satisfaction Drivers

Adjusting your model portfolios to fit your client’s needs

Clearly communicating the nature and reasoning of these adjustments

Presenting relevant and engaging metrics that can help keep your client informed

Enabling Features

If you’d rather handle portfolio creation yourself, leverage investment technologies to easily create or upload portfolios, evaluate their performance over time, and deliver reports for your clients so they can stay up to date on where they stand.

Monitoring

Key Moments

Quarterly reporting

Changes in the client’s life or market events trigger a reassessment

Market volatility catches the client’s attention

Satisfaction Drivers

The client fully understands when an event merits a change in strategy and when an event is merely natural market volatility

Whenever desired, the client can assess how their portfolio is performing

Their advisor remains an active source of guidance, both when their portfolio is performing as expected or not

Enabling Features

AssetMark’s solutions offer robust reporting capabilities, enabling you to quickly generate comprehensive reports to keep your clients informed and engaged.

Our solutions also offer clear, compelling visualizations and dashboards that your clients can access anytime they choose via desktop or mobile, improving your client experience.

Servicing

Key Moments

Technical or financial issues arise when a client attempts to access their portfolio

A client has a question about their bill or statement

Satisfaction Drivers

Just like you're always there for your clients, we’ll always be there for you; our experts are ready to provide you with support, guidance and educational collateral to support the client experience.

AssetMark provides ongoing support to your solutions, ensuring they’re tailored to your clients’ unique needs and present a seamless user experience.

Enabling Features

AssetMark provides on-going support to your solutions, ensuring that they’re tailored to your unique needs, updated on time and operating appropriately.

We’ll support your CRM integration efforts to help you make the most of your tools and systems, track and resolve client tickets, and deliver a superlative client experience.

See How We Can Help

Upcoming Events

Empowering Your Team

Preparing Your Business For The Future

Elevate Your Client Experience