Business Details
Wealth Management Solutions for Financial Advisors
AssetMark empowers independent financial advisors by delivering comprehensive wealth management solutions tailored to their unique needs. Our technology-driven platform streamlines back-office operations, enabling advisors to focus on client relationships while leveraging expert-curated investment strategies. With personalized service and a commitment to innovation, we support advisors at every stage of their practicefrom early growth to mature scalability.Our solutions include digital sales tools, tax management, direct indexing, and retirement services, all backed by a team of experienced professionals dedicated to enhancing client outcomes. By combining cutting-edge technology with a human-centric approach, we help advisors optimize efficiency, strengthen client trust, and achieve long-term success in a dynamic financial landscape.
Services
Investment Management
Tax Management Services
Direct Indexing
Self-Directed Brokerage Accounts
Retirement Services
Wealth Management Technology
Portfolio Construction
Investment Research
Client Communication Tools
Practice Scalability Solutions
Highlights and features
- We offer SEC-registered investment advisory services with expert due diligence.
- Our platform combines technology with personalized support for scalable growth.
- We help advisors save time through automated back-office and administrative tools.
- We provide tailored investment solutions aligned with client risk tolerance and goals.
- Our proven track record shows 90% of advisors experience asset growth through outsourcing.
Associations and certifications
- U.S. Securities and Exchange Commission (SEC)
Services
Investment Management
Our Investment Management service offers curated, research-backed portfolio solutions tailored to client risk profiles and long-term financial goals. Advisors gain access to turnkey or DIY options, high-net-worth customizations, and retirement-focused strategies, all monitored by a team of due diligence experts. This service enables advisors to deliver consistent, goal-oriented investment outcomes while reducing operational burdens.
Wealth Management Technology
Wealth Management Technology provides advisors with an integrated platform for portfolio construction, client communication, and prospecting. Features include automated administrative support, insightful research, and customizable client engagement tools. This technology empowers advisors to enhance efficiency, reduce manual tasks, and focus on delivering personalized financial guidance to clients.
Retirement Services
Retirement Services offer specialized solutions to help clients transition into their post-career years with confidence. The service includes portfolio strategies for income generation, tax-efficient withdrawal planning, and risk management tailored to individual retirement timelines. Advisors benefit from expert-backed resources to guide clients through complex retirement decisions.
Direct Indexing
Direct Indexing allows advisors to create personalized investment portfolios that track market indices while incorporating client-specific values or tax considerations. This service provides greater flexibility than traditional ETFs or mutual funds, enabling tax-loss harvesting opportunities and alignment with ESG preferences for high-net-worth clients.
Practice Scalability Solutions
Practice Scalability Solutions help advisors expand their client base and operational efficiency through strategic guidance and platform enhancements. Services include staff development support, client acquisition tools, and customized workflow automation. This offering enables advisors to grow their practice sustainably while maintaining service quality.
Questions
What investment solutions does AssetMark offer for financial advisors?
AssetMark provides turnkey portfolios, DIY options, direct indexing, retirement services, and high-net-worth customizations, all supported by expert due diligence.
How does AssetMark help advisors save time?
Our platform automates administrative tasks, streamlines client communication, and offers integrated tools to reduce back-office workloads by up to 11 hours weekly.
Is AssetMark registered with regulatory authorities?
Yes, AssetMark, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC).
Can AssetMark support advisors at different growth stages?
We offer tailored solutions for early-stage, growth-stage, and mature advisors, including scalability tools and practice management resources.
How does AssetMark enhance client relationships for advisors?
Our user-friendly tools, market insights, and personalized guidance help advisors improve client engagement and retention rates.
What technology features are available on the AssetMark platform?
The platform includes portfolio construction tools, investment research, digital sales support, and client communication systems to modernize advisory practices.
