Tools to Transform Your Business

Streamline your business and deliver greater value with AssetMark.

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

Onboarding

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

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

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.
AssetMark’s WealthBuilder solution offers your clients an easy way to input their goals, delineate the assets and investing strategies they’re interested in and monitor their portfolio’s on-going performance against their planned outcome.

Monitoring

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

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, WealthBuilder, and integrated third-party technologies all provide robust reporting capabilities to present portfolio performance in a clear and engaging way

Servicing

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.

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.

Tools to Transform Your Business

Your Differentiator

What Makes a Financial Advisor Stand Out?

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 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

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

Enabling Features

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

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

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

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

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

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.

AssetMark’s WealthBuilder solution offers your clients an easy way to input their goals, delineate the assets and investing strategies they’re interested in and monitor their portfolio’s on-going performance against their planned outcome.

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

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

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, WealthBuilder, and integrated third-party technologies all provide robust reporting capabilities to present portfolio performance in a clear and engaging way

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

Billing is always correct and easy to understand

Advisors expediently answer any questions and resolve any technical issues

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.

Evaluate Our Solutions

Recent Insights

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

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

Managing Cash in a Declining Rate Environment