Comprehensive Wealth Management Technology
AssetMark offers a range of digital solutions designed to empower financial advisors in managing their clients' wealth effectively. From portfolio construction to investment research, client communication, and prospecting, their wealth management technology streamlines back-office tasks, allowing advisors to focus more on providing personalized services to their clients.
Scalable and Personalized Service
What sets AssetMark apart is their commitment to providing scalable, personalized service to financial advisors. They go beyond traditional third-party asset management platforms by offering a personal touch, acting as an extension of the advisor's team. Their consultants and support teams are readily available to provide platform support, ensure smooth operations, customize solutions, and provide tailored guidance.
Curated Investment Solutions
AssetMark's investment management solutions help advisors build portfolios aligned with their clients' risk tolerance and long-term goals. Whether advisors seek turnkey solutions, custom high-net-worth portfolios, or retirement services, AssetMark's curated investment options cater to diverse financial objectives. These solutions are continually researched and monitored by a team of due diligence and investment professionals.
Collaboration for Success
AssetMark collaborates with Cheetah to deliver a cutting-edge wealth management and trust accounting solution. This collaboration aims to address the increasingly intertwined trust services and investment services landscape by providing a digital ecosystem that supports both institutional wealth managers and advisors, setting them up for success in a rapidly evolving financial environment.
Empowering Advisors to Meet Goals
AssetMark's services are tailored to help financial advisors advance their practice, regardless of their size, goals, or specialization. By adopting technology, advisors can save time, strengthen client relationships, and scale their practice efficiently. AssetMark's solutions provide advisors with the necessary tools for enhancing client experience, receiving robust support, and optimizing their business operations.