We collect your information when you visit this website. For more information, view our privacy page. I Understand ADVISOR SUPPORT LOGIN GET STARTED Tools to Transform Your Business Streamline your business and deliver greater value with AssetMark. REQUEST A CONSULTATION The AssetMark Advisor Journey See how AssetMark’s services and solutions can support your client relationships through every step of your journey with us. Prospecting Key Moments Key Moments What are the key moments you need to focus on when prospecting for new clients? A potential client discovers you and learns about your value proposition They become a prospect They become a client Satisfaction Drivers Enabling Features Onboarding Key Moments Key Moments What are the key moments you need to focus on when onboarding a new client? Presenting the onboarding process Document preparation and signing Funding the account Satisfaction Drivers Enabling Features Advice Delivery Key Moments Key Moments What are the key moments you need to focus on when delivering advice to a new client? Cultivating a holistic view of the client’s needs, goals, risk tolerance, and financial position Developing a financial plan based on this understanding Presenting the financial plan Satisfaction Drivers Enabling Features Portfolio Construction Key Moments Key Moments What are the key moments you need to focus on when developing a portfolio for a client? Preparing model portfolios that represent common investor profiles Comparing your model portfolios to a given client and adjusting for their unique needs Executing the developed portfolio Satisfaction Drivers Enabling Features Monitoring Key Moments Key Moments What are the key moments you need to focus on when monitoring an account’s performance? Quarterly reporting Changes in the client’s life or market events trigger a reassessment Market volatility catches the client’s attention Satisfaction Drivers Enabling Features Servicing Key Moments Key Moments What are the key moments you need to focus on when providing on-going service to a client? Technical or financial issues arise when a client attempts to access their portfolio A client has a question about their bill or statement Satisfaction Drivers Enabling Features Evaluate Our Solutions No two firms are alike; speak with one of our experienced consultants to evaluate how our support can drive client satisfaction in your business. REQUEST A CONSULTATION Upcoming Events WEBINAR | 12/8/2021 Separately Managed Accounts (SMA) Webinar Series: Tilting with Styles with BlackRock and Neuberger Berman Hear from leading managers in discussion with Chief Investment Strategist Zoë Brunson, about their investment philosophy and approach, plus actionable ideas on how to combine SMAs into client ... REGISTER NOW WEBINAR | 12/13/2021 Separately Managed Accounts (SMA) Webinar Series: Tilting with Styles with Edge and William Blair REGISTER NOW WEBINAR | 12/2/2021 Purposeful Planning for High-Net-Worth Clients REGISTER NOW ALL EVENTS For Your Business Early Stage Advisors Growth Stage Advisors Mature Stage Advisors For Your Objective Adopt Technology Save Time and Resources Strengthen Client Relationships Aggressively Scale My Practice Become an RIA For Your Clients Educate Finance Planning Administration Platform Digital Sales & Service Investment Management Retirement Services for Business Transition Support Who We Serve Independent Advisors Advisor Teams Registered Investment Advisors Resource Center Blog Improve Your Practice Regulatory Updates Webinars Events About Company Careers Contact Us Investor Relations Security and Privacy Forms and ADV Terms and Conditions AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change. Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor. AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information. © 2021 Copyright AssetMark, Inc. All rights reserved. (101424 | C20-16871)