MAKING A DIFFERENCE
FOR ADVISORS AND
THEIR CLIENTS
AssetMark is a leading wealth management firm, providing comprehensive, turnkey solutions for independent financial advisors. Our platform enables advisors to outsource high-cost services, helping to level the playing field for advisors of all sizes. We have delivered innovative, end-to-end tools that are designed to help advisors spend more time with their clients, thereby deepening relationships and building financial plans that increase the likelihood of long-term success.
LOOKING Back
2020 was a challenging year for many of us and more than ever, independent financial advice was needed. At AssetMark, we are dedicated to helping our advisors and their clients navigate this time of uncertainty. We are also focused on continuing to evolve and build new solutions that meet the evolving needs of our clients, their investors and their communities.
DIGITAL SOLUTIONS
The AssetMark platform is designed to enable meaningful conversations and maximize efficiency by streamlining advisors’ workflows—from prospecting and portfolio analysis to ongoing client communication and back-office, administrative tasks. Our integrated, easy-to-use tools enhance experience and transparency with secure, anytime and anywhere access.
SERVICE AND SUPPORT
Our personalized service teams act as an extension of advisors’ practices, providing insightful platform guidance and business support tailored to advisors’ unique needs. Our dedicated services enable advisors to spend more time on what matters most—their clients and helping them work toward their financial goals.
AssetMark launched a new dedicated eService team designed to help advisors meet the growing demand for digital servicing during the pandemic to continue our commitment to fostering deep relationships with advisors.
INVESTMENT MANAGEMENT
Each investor has unique financial needs. Our curated platform is designed to meet these at varying life stages. We offer a curated set of solutions that align portfolios with client needs and risk tolerance and ensure investors remain focused on their long-term goals.
We expanded the breadth of our curated platform. We launched new fixed income solutions to help advisors serve clients’ retirement needs and customized wealth planning solutions to meet the evolving needs of high-net-worth investors. In addition, we introduced our enhanced securities-backed line of credit program, giving clients faster access to low-interest rate liquidity.
LOOKING Forward
In the year ahead, we remain dedicated to our advisors and fostering deep relationships. We continue to enhance our digital platform capabilities to build on Financial Wellness, add outsourcing services to improve advisors’ efficiency and expand personalized investment solutions that align with investor goals and values.
Though we find ourselves challenged by an ever-changing world, advisors and their clients can count on us to remain focused on delivering a holistic wealth management platform that they can depend on to make a difference in their clients’ lives.