Get Started
    Get Started

      Tools to Transform Your Business

      Streamline your business and deliver greater value with AssetMark.

      Request a Consultation
      women shaking hands
      Your Differentiator

      What Makes a Financial Advisor Stand Out?

      It could be the wide array of services you offer, the personal attention you pay to each client, or your expertise in a core specialty; whatever it is that makes you stand out from the crowd can be magnified with the right tools at your disposal.

      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

      Key Moments
      Satisfaction Drivers
      Enabling Features
      Key Moments

      Key Moments

      What are the key moments you need to focus on when prospecting for new clients?

      • A potential client discovers you and learns about your value proposition

      • They become a prospect

      • They become a client

      Satisfaction Drivers

      Satisfaction Drivers

      What ensures your client is satisfied during these key moments?

      • 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

      Enabling Features

      How can AssetMark’s technology solutions and services help?

      Learn More

      • AssetMark will help you integrate your CRM, ensuring access to key data to better address operational efficiency and other needs.

      • Using eWealthManager, demonstrate the tools available, demystifying your clients' experience of working with you

      Onboarding

      Key Moments
      Satisfaction Drivers
      Enabling Features
      Key Moments

      Key Moments

      What are the key moments you need to focus on when onboarding a new client?

      • Presenting the onboarding process

      • Document preparation and signing

      • Funding the account

      Satisfaction Drivers

      Satisfaction Drivers

      What ensures your client is satisfied during these key moments?

      • 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

      Enabling Features

      Enabling Features

      How can AssetMark’s technology solutions and services help?   

      Learn More

      • We’ll develop workflows in your CRM to ensure that every critical step in your onboarding process is hit, ensuring both compliance and expediency.

      • Our eSignature and electronic document storage mean you won’t have to maintain paper-based files and that you’ll have all pertinent information in a secure, centralized location in the event of an audit.

      Advice Delivery

      Key Moments
      Satisfaction Drivers
      Enabling Features
      Key Moments

      Key Moments

      What are the key moments you need to focus on when delivering advice to a new client?

      • Cultivating 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

      Satisfaction Drivers

      Satisfaction Drivers

      What ensures your client is satisfied during these key moments?

      • A sense that their advisor understands their financial concerns and goals

      • A clearly and professionally presented financial plan

      • Effectively using real-world data to deliver a realistic, fact-based proposal

      Enabling Features

      Enabling Features

      How can AssetMark’s technology solutions and services help?

      Learn More

      • Through our client-facing solutions, you can assess and record a client’s risk tolerance, goals, and financial wellness to inform your strategy.

      • Through eWealthManager, advisors can source investments, loans, and financial accounts data to build their proposals.

      • Present a personalized, compelling proposal through Savos Personal Portfolios.

      Portfolio Construction

      Key Moments
      Satisfaction Drivers
      Enabling Features
      Key Moments

      Key Moments

      What are the key moments you need to focus on when developing a portfolio for a client?

      • 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

      Satisfaction Drivers

      What ensures your client is satisfied during these key moments?

      • 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

      Enabling Features

      How can AssetMark’s technology solutions and services help?

      Learn More

      • AssetMark’s PortfolioEngine enables you to easily create or upload portfolios, evaluate their performance over time based on a variety of metrics, and present portfolios and their performance to clients in an easily digestible format.

      Monitoring

      Key Moments
      Satisfaction Drivers
      Enabling Features
      Key Moments

      Key Moments

      What are the key moments you need to focus on when monitoring an account’s performance?

      • Quarterly reporting

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

      • Market volatility catches the client’s attention

      Satisfaction Drivers

      Satisfaction Drivers

      What ensures your client is satisfied during these key moments?

      • They fully understand when an event merits a change in strategy and when an event is merely normal market volatility

      • Whenever desired, they can assess how their portfolio is performing

      • You remain an active source of guidance, when their portfolio is performing as expected or not

      Enabling Features

      Enabling Features

      How can AssetMark’s technology solutions and services help?

      Learn More

      • AssetMark’s solutions are web-based and mobile-enabled, ensuring that your client can access and assess their portfolios whenever they desire

      • Solutions such as eWealthManager, PortfolioEngine, and integrated third-party technologies all provide robust reporting capabilities to present portfolio performance in a clear and engaging way

      Servicing

      Key Moments
      Satisfaction Drivers
      Enabling Features
      Key Moments

      Key Moments

      What are the key moments you need to focus on when providing on-going service to a client?

      • 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

      Satisfaction Drivers

      What ensures your client is satisfied during these key moments?

      • Billing is always correct and easy to understand

      • Advisors expediently answer any questions and resolve any technical issues

      Enabling Features

      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.

      Evaluate Our Solutions

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

      Request a Consultation

      Recent Insights
      Career Development
      January 22, 2026

      Reimagining Advisor Succession: From One-Time Event to Lifecycle Strategy

      Succession has often been misunderstood or categorized as a single event: sell your entire book when you are ready to retire.
      Practice Management
      January 6, 2026

      Beyond Resolutions – How to Improve Your Practice in 2026

      “You don’t look like your goals; you look like your habits.” I don’t know who said that first, but it stopped me cold when I heard it the first time. I think about it every...
      Retirement Planning
      December 29, 2025

      Unlock More of Your Clients’ Retirement Assets with AssetMark’s Self-Directed Brokerage Accounts (SDBAs)

      Today’s investors expect more from their retirement portfolios. They want more control, better personalization, and smarter strategies that fit their goals. Many are looking...
      View All Blog Posts
      assetmark-logo-white
      Security and Privacy Forms and ADV Terms and Conditions

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

      © 2026 Copyright AssetMark, Inc. All rights reserved. 6916884.1 | 02/2025