From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, administrative tasks, and more time on your clients.
AssetMark isn't like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs.Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly, customize your solutions, and connect with you.
AssetMark isn't like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs.Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly, customize your solutions, and connect with you.
Services
Our company's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that's through compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best, or offering a comprehensive suite of investment solutions.
If you're a financial advisor working with AssetMark, contact us directly at 800-664-5345 or eservice@assetmark.com. If you're an investor seeking access to account information, please contact your financial advisor. If you work with AssetMark, the fastest, easiest way to submit requests is through eWealthManager.
AssetMark's white-glove solutions can be tailored to fit your needs - no matter where you are on your journey. Whether you're seeking to grow, already established or just getting started, we can guide your practice to the next level. You're at an inflection point; now is your opportunity to evolve your service offerings and attract a wider clientbase than ever before.
Your clients deserve to have your dedicated focus on their financial future-don't let administrative tasks detract from your area of expertise. 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.
As your client base grows, you'll be faced with new responsibilities and challenges. Stay dedicated to the services that you specialize in; let us support you with everything else. Whether it's investment research, portfolio allocation, business development, or administration-AssetMark can provide you with the support your growing practice needs.
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