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Products-AssetMark

Empowering Financial Advisors with AssetMark Trust: A Comprehensive Solution for Clients' Asset Protection

Keep Your Clients’ Assets Safe

AssetMark Trust offers secure custodial and recordkeeping services integrated with the AssetMark platform. With a focus on ensuring the safety and protection of your clients' assets, AssetMark Trust provides peace of mind for both financial advisors and their clients.

Security and Reliability for Your Clients’ Needs

AssetMark Trust Company supports independent financial advisors by offering trust and custodial services that are secure, reliable, and flexible. By entrusting AssetMark with the supervision of your clients' assets, you can rest assured that their financial well-being is in safe hands. Financial advisors can manage their clients' trust assets as needed while benefiting from the dedicated professionalism of AssetMark Trust Company.

How We Help

AssetMark Trust's services include Cash Advantage Checking and Lending, providing competitive interest rates on securities-backed lines of credit and interest-bearing checking accounts linked to investment accounts. Moreover, AssetMark Trust streamlines recordkeeping and reporting tasks, offering easy-to-read statements and simplified tax reporting accessible online. With a focus on complete asset protection, AssetMark Trust acts as the primary point of contact and asset manager, ensuring trust assets align with your clients' wishes while simplifying successor trustee language implementation. Additionally, AssetMark Trust provides dedicated service and support, collaborating with financial advisors to address clients' needs and inquiries effectively.

Find Out More

Discover if AssetMark Trust is the ideal solution for safeguarding your clients' assets by exploring the comprehensive offerings provided by AssetMark Trust Company. With a strong emphasis on security, reliability, and client satisfaction, AssetMark Trust aims to empower financial advisors in protecting and managing their clients' assets with confidence.

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AssetMark: Empowering Financial Advisors for Growth

Reduce Administrative Tasks

AssetMark provides technology and consulting services to help financial advisors save time by reducing the amount of time spent on administrative tasks. By outsourcing secondary work, advisors can focus more on their clients and growing their businesses, thus overcoming constraints to growth. This allows advisors to reserve valuable time to enhance client relationships and further expand their practices.

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Empowering Financial Advisors: Strengthening Client Relationships with AssetMark

Deliver a Seamless Client Experience

Working with AssetMark means gaining a team of professionals that care just as much about your and your client’s success as you do. AssetMark offers services and solutions that can support your client relationships at every step of your journey with them. By partnering with AssetMark, financial advisors can enhance the client experience and focus on delivering exceptional service.

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Empowering Financial Advisors with AssetMark: Comprehensive Wealth Management Solutions

Optimizing Practice and Client Support

AssetMark provides financial advisors with a comprehensive suite of wealth management and technology solutions to enhance their practices and better serve their clients. By offering a range of resources tailored to help advisors optimize their businesses, AssetMark enables them to build ideal business models that align with their clients' financial goals. These resources cover various aspects such as practice management, client experience, wealth management, marketing, and technology, providing a holistic approach to financial advisory services.

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