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Wealth Management

AssetMark

Comprehensive wealth management platform empowering financial advisors to deliver personalized investment strategies at scale

SOC 2 Type II
2000+
ISO 27001
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Category
Software
Ideal For
Financial Advisors
Deployment
Cloud
Integrations
150++ Apps
Security
Role-based access control, data encryption, audit trails, compliance monitoring
API Access
Yes, RESTful API for custom integrations

About AssetMark

AssetMark is a comprehensive SaaS platform designed to empower financial advisors with enterprise-grade wealth management and investment solutions. The platform streamlines portfolio management through advanced asset allocation tools, real-time performance tracking, and customizable client reporting capabilities. AssetMark enables advisors to optimize investment strategies, automate routine tasks, and deliver personalized financial planning services efficiently. By integrating with multiple financial services and custodial platforms, AssetMark eliminates manual workflows and data silos. When deployed through AiDOOS, organizations gain enhanced governance through managed oversight, accelerated implementation via expert resources, seamless integration with existing tech stacks, and scalable operations supporting growth from independent advisors to large advisory firms. The platform's analytics and optimization engines help advisors make data-driven decisions while maintaining regulatory compliance.

Challenges It Solves

  • Financial advisors struggle with fragmented tools across portfolio management, reporting, and client communication
  • Manual portfolio rebalancing and performance tracking consume excessive advisor time and increase error risk
  • Difficulty delivering personalized investment strategies at scale while maintaining compliance standards
  • Client reporting processes are tedious, time-consuming, and lack consistency across client base
  • Integration complexity between custodians, trading platforms, and reporting tools creates operational bottlenecks

Proven Results

64
Advisor time freed from manual portfolio management tasks
48
Faster client portfolio review and recommendation cycles
35
Reduction in compliance-related operational risks

Key Features

Core capabilities at a glance

Advanced Asset Allocation Engine

Intelligent portfolio construction aligned to client goals

Generate optimized allocations across hundreds of investment options instantly

Real-Time Performance Dashboard

Comprehensive portfolio monitoring and analytics

Track performance metrics across all client accounts in unified dashboard

Automated Client Reporting

Professional, customizable performance reporting

Generate branded client reports automatically on scheduled basis

Portfolio Rebalancing Tools

Systematic portfolio maintenance and optimization

Automate rebalancing recommendations and execution across client base

Custodian Integration Hub

Seamless multi-custodian connectivity

Connect to 100+ custodians and trading platforms simultaneously

Investment Strategy Library

Pre-built models and custom strategy development

Access 500+ investment models or create custom strategies

Ready to implement AssetMark for your organization?

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Real-World Use Cases

See how organizations drive results

Independent RIA Portfolio Management
An independent registered investment advisor manages 150 client accounts across multiple custodians. AssetMark consolidates all holdings, automates performance reporting, and provides asset allocation recommendations.
72
Portfolio review time reduced by 72% monthly
Multi-Advisor Firm Consistency
A regional advisory firm with 20 advisors needs to maintain consistent investment strategies and client communication standards. AssetMark provides standardized models, automated reporting, and compliance monitoring.
58
Consistent client experience across 20 advisors
Wealth Succession Planning
An advisory firm uses AssetMark to model complex wealth transfer scenarios, optimize tax strategies, and generate comprehensive multi-generational financial plans for high-net-worth clients.
45
Planning turnaround time reduced by 45%
Client Engagement and Retention
Advisors leverage AssetMark's customizable client portal to provide real-time portfolio access, educational content, and performance insights, improving client engagement and retention metrics.
52
Client satisfaction scores increased by 52%

Integrations

Seamlessly connect with your tech ecosystem

S

Schwab/StreetEdge

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Direct integration with Charles Schwab custodian platform for account data, trading, and settlement

F

Fidelity Custodial Services

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Seamless connection to Fidelity for portfolio holdings, cash management, and trading execution

E

E*TRADE Custodial

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Integrated access to E*TRADE accounts for real-time holdings and transaction data

T

TD Ameritrade Custodian

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Native integration with TD Ameritrade for account management and investment execution

B

BlackRock Aladdin

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Integration with BlackRock's investment management platform for advanced analytics and insights

S

Salesforce CRM

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CRM connectivity for prospect and client data synchronization

M

Microsoft Excel & Office 365

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Native export and integration with Excel for custom analysis and Office 365 collaboration

A

Advent eMoney Advisor

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Integration with comprehensive financial planning platform for holistic client financial view

Implementation with AiDOOS

Outcome-based delivery with expert support

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning

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Alternatives & Comparisons

Find the right fit for your needs

Capability AssetMark Thomson Reuters Reg… Worldpay Oracle FLEXCUBE
Customization Excellent Excellent Excellent Excellent
Ease of Use Good Good Good Good
Enterprise Features Excellent Excellent Excellent Excellent
Pricing Fair Fair Fair Fair
Integration Ecosystem Excellent Excellent Excellent Excellent
Mobile Experience Good Good Good Good
AI & Analytics Excellent Excellent Excellent Good
Quick Setup Good Good Good Fair

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Frequently Asked Questions

What custodians does AssetMark integrate with?
AssetMark integrates with 100+ custodians including Schwab, Fidelity, E*TRADE, TD Ameritrade, and others. AiDOOS can optimize your specific custodial setup during implementation.
Can AssetMark handle multiple client account types?
Yes, the platform supports individual, joint, trust, IRA, and retirement plan accounts across multiple custodians simultaneously.
How does AssetMark ensure compliance?
AssetMark maintains SOC 2 Type II and ISO 27001 certifications, includes automated compliance monitoring, audit trails, and client suitability documentation features.
Is there a mobile app for clients?
Yes, AssetMark provides a responsive client portal accessible on mobile and desktop with real-time portfolio access, performance tracking, and educational content.
How does AiDOOS enhance AssetMark implementation?
AiDOOS provides managed deployment services, custodian integration optimization, workflow configuration, staff training, and ongoing governance support to ensure successful adoption.
Can AssetMark create custom investment models?
Yes, advisors can customize pre-built models or create entirely custom investment strategies with detailed asset allocation parameters and rebalancing rules.