Unlock Growth Potential with AssetMark
AssetMark provides a suite of solutions and support services designed to empower advisor teams and enhance their capabilities. By partnering with AssetMark, advisor teams can tap into a robust network of professionals dedicated to fostering growth, whether in assets under management or human resources. This level of support enables advisor teams to attract both advisors and clients alike, thanks to compelling digital experiences, cutting-edge tools, and consultative insights that differentiate their offerings in the market.
Benefits of Partnering with AssetMark
Advisor teams working with AssetMark stand to gain various advantages that set them apart in the competitive landscape of financial services. With a focus on value-adds and differentiation, AssetMark equips advisor teams with state-of-the-art technology solutions that streamline operations, enhance client interactions, and improve overall efficiency. These tools, coupled with professional business consulting services, help attract more advisors to the organization and optimize the advisor-to-client ratio.
Catering to High-Net-Worth Clients
One of the key strengths of working with AssetMark is the organization's ability to support the complex needs of high-net-worth clients. Advisor teams benefit from a sophisticated service offering and the scalability required to cater to the requirements of affluent individuals. By leveraging AssetMark's services, advisor teams can enhance their positioning in the market and attract high-net-worth clients seeking specialized financial services.
Cutting-Edge Technology Solutions
AssetMark's technology solution, eWealthManager, serves as a comprehensive platform that encompasses all the essential capabilities needed to manage a successful practice. This innovative tool enables advisor teams to research, select, and manage investment strategies efficiently, build and compare portfolios, and manage client accounts seamlessly. Moreover, AssetMark's open-architecture approach allows for easy integration with third-party technologies, offering flexibility and scalability to meet diverse business needs.
Diverse Range of Support Services
In addition to technology solutions, AssetMark offers a wide array of support services tailored to the needs of RIAs. From digital technology solutions that elevate the client experience to sales and service support that enhances operational efficiency, AssetMark provides a holistic approach to assisting advisor teams in their growth journey. Furthermore, investment management, retirement solutions, and transition support services ensure that advisor teams have access to all the resources needed to thrive in a competitive market.