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Products-AssetMark

Empowering Financial Advisors with AssetMark's Comprehensive Solutions

Transforming Financial Advisory Practices

AssetMark understands the critical role financial advisors play in shaping the financial futures of their clients. With a commitment to empowering independent advisors, AssetMark provides a range of solutions and guidance to elevate the quality of service and attention given to clients' financial well-being. By leveraging AssetMark's comprehensive suite of services, advisors can optimize their practice to meet the evolving needs and expectations of clients in a rapidly changing financial landscape.

Digital Solutions for Enhanced Wealth Management

AssetMark offers state-of-the-art wealth management technology that equips advisors with the tools they need to enhance portfolio construction, conduct in-depth investment research, streamline client communication, and boost prospecting efforts. By leveraging these digital solutions, advisors can minimize the time spent on administrative tasks and back-office operations, allowing them to refocus their energy on delivering personalized services and holistic financial guidance to their clients.

Service and Support Tailored to Your Practice

Unlike traditional third-party asset management platforms, AssetMark goes beyond mere solutions by offering personalized service and support. The platform combines cutting-edge technology with a human touch, serving as an extension of your team to provide tailored guidance and assistance. AssetMark's dedicated consultants and support teams work closely with advisors to ensure smooth platform operations, customize solutions according to unique needs, and establish meaningful connections that drive advisor success.

Curated Investment Solutions for Client Success

AssetMark's curated investment solutions enable advisors to build portfolios that align with their clients' risk tolerance and long-term financial goals. Whether opting for turnkey portfolios, custom high-net-worth solutions, or retirement services, advisors can access a diverse range of investment options supported by diligent due diligence and monitoring by a team of investment professionals. This ensures that clients' financial objectives are met effectively while maintaining focus on long-term wealth accumulation.

Collaborative Trust Management Services

AssetMark's collaboration with Cheetah introduces a pioneering wealth management and trust accounting solution tailored to meet the growing intersection of trust services and investment management. This digital ecosystem offers institutional wealth managers and advisors a unique platform for success, combining trust and investment services in a seamless manner to drive value for both advisors and clients alike.

Driving Advisor Success with Tailored Services

AssetMark's services cater to financial advisors of all sizes, goals, and specialties, aiming to facilitate practice advancement through tailored solutions. By embracing technology, saving time, strengthening client relationships, scaling practices aggressively, and diversifying service offerings, advisors can unlock their full potential and achieve sustainable growth in an ever-evolving financial landscape.

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Elevate Your Clients' Investment Journey with AssetMark's Innovative Investment Management

Innovative Investment Solutions to Support Your Clients

AssetMark's portfolio solutions, research, and innovative investment strategies are designed to help your clients stay on track towards their financial goals. By constantly studying the market, our investment professionals create responsive portfolios, select strategists, and monitor third-party investment solutions. Through our unique Investing Evolved framework, we diversify portfolios by asset class and investment approach, ensuring adaptability to market conditions and long-term goal achievement.

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Empowering Financial Advisors: A Comprehensive Guide to Becoming an RIA with AssetMark

Unveiling the Journey to Independence

Embarking on the path to becoming a Registered Investment Advisor (RIA) can be a daunting task, filled with uncertainties and complexities. However, with AssetMark by your side, this transition can be made seamless and hassle-free. AssetMark Institutional offers unwavering support to various financial advisors, including those contemplating the shift to RIA status. Whether you are currently affiliated with a wirehouse, an IBD-registered representative, or a different financial professional, the desire to achieve independence as an RIA is within reach. Discover the essential steps you need to undertake and learn how AssetMark Institutional can be your guiding light throughout this transformative process.

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Empowering Financial Advisors: AssetMark's Wealth Management Solutions

Dedicated to Supporting Growth

AssetMark, since its establishment in 1996, has been dedicated to providing comprehensive wealth management and digital solutions, along with extensive business consulting services, to assist independent advisors in expanding their practices. The company focuses on empowering advisors with the tools and support needed to thrive in a competitive financial landscape.

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Empowering Financial Advisors with AssetMark Technology Solutions

The AssetMark Advisor Journey

As a financial advisor, standing out from the competition requires a unique blend of services, personal attention, and expertise. AssetMark provides the tools to amplify your distinctive qualities. The Advisor Journey with AssetMark is a comprehensive support system that assists you through critical stages such as prospecting, onboarding, advice delivery, portfolio construction, monitoring, and servicing. By focusing on key moments, satisfaction drivers, and enabling features in each of these stages, AssetMark ensures that you can provide exceptional service and support to your clients.

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Empowering Advisor Teams with AssetMark's Comprehensive Solutions

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.

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