Description
AssetMark Financial Holdings, Inc. is a provider of wealth management and technology solutions. The Company’s platform enables advisers to outsource services.
It provides an end-to-end experience from initial conversations to ongoing financial planning discussions, including performance reporting and billing. It provides tools for advisers to manage their business activities. Its platform includes integrated technology platform, personalized and scalable adviser service, and curated investment platform.
Its integrated platform is built for advisers, providing advisers access to a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis and client activity tracking. It also offers spectrum of services for many aspects of the adviser’s firm. These services include business support from field professionals, operations, service support teams and specialty teams.
