Built around your needs, these six essentials help you meet the demands of running your business while freeing you to spend more of your time serving clients.
Comprehensive, integrated technology
Bring together all your technology, for a seamless, end-to-end experience.
Attentive, responsive service
Get the attention you need from a dedicated team who understands your business and your clients.
Spend more time focusing on clients’ needs, and less time managing back-and middle-office tasks.
Sophisticated, flexible investment solutions
Bring together wealth management resources and investments designed around your clients’ changing needs.
Community and business consulting
Build the business you want with expert insights, events, and access to like-minded peers.
Provide clients the communications and engagement tools they need to stay connected with you.
Do I have the right range of investments?
With AssetMark Institutional, you have the flexibility to serve clients in a way that works for you. We offer a wide range of investment options from well-known firms and boutique managers. Best of all, you can customize investment solutions to suit your practice model and your clients’ requirements.
Built for RIAs
Today’s clients expect you to have a deep understanding of their needs and want more of your time and attention as they set and pursue financial goals.
AssetMark Institutional offers the flexibility to design your own portfolios, fully outsource them, or use a combination of approaches. You also get access to centralized portfolio management, robust trading and rebalancing technology, account monitoring, and dynamic tax-loss harvesting and tax management. And our clearing and custody solutions support the way you do business
AssetMark Institutional provides the client experience and engagement resources you need—to help you deepen relationships and stay connected. Our investor portal is designed with clients in mind, allowing them to access the latest details about their portfolios.
Do I have time to manage my own technology?
AssetMark Institutional brings you comprehensive, integrated technology designed for the way you work. We make it easy to incorporate our tools and solutions into your business to seamlessly combine client engagement, account opening and administration, portfolio management and analytics, investment monitoring, trading, and rebalancing, and reporting and billing.
Do I have access to business consulting?
We offer access to experienced consultants to advise you on key practice management areas. AssetMark Institutional can help you refine your business strategy and planning process, empower and incentivize your team members, enhance the client experience and operational efficiency, and market your business more effectively.
Prioritize Your Business
AssetMark Institutional offers the resources you need to build the business you envision.
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.