Assetmark client services. In today’s rapidly ev...
- Assetmark client services. In today’s rapidly evolving financial landscape, one idea is becoming increasingly clear: wealth is no longer defined solely by affluence. New to AssetMark? Request a Consultation. eWealthManager. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions that champion client engagement and drive efficiency. For financial advisor use with advisory clients. Contact Us As a financial advisor, your clients have placed their futures in your hands. AssetMark Trust’s services provide your clients competitive interest rates on securities-backed lines of credit; interest-bearing checking accounts linked directly to investment accounts; and an easy application process for all services. Our high-touch service works with you, leverages our investment team, and guides you through personalized model creation for your practice, providing structure and scale across your diverse client base while leaving you in the driving seat. This transaction marks a significant milestone in AssetMark’s strategy to expand its reach within the RIA channel and About AssetMark clients. Forgot Password? We offer a range of investment solutions designed to meet your client’s financial objectives. With a mandate this serious, the advisor-client relationship shouldn’t be merely transactional; it should be empathic, clear and engaging. SERVICE TAILORED TO FIT YOU Our service teams are segmented to provide tailored service at each stage of your AssetMark journey. Our team is here to support you. If you’re a financial advisor working with AssetMark, contact us directly at 800-664-5345 or eservice@assetmark. Whether it’s technical support, marketing and brand development, client onboarding, professional guidance, or any other need, AssetMark will be there to deliver service that addresses your most-pressing concerns. Find out how AssetMark can support the quality of your client relationships. AssetMark provides solutions and guidance to give that future the attention it deserves. If you're an investor seeking access to account information, please contact your financial advisor. Concord, CA – December 15, 2025 – AssetMark Financial Holdings, Inc. AssetMark together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions that champion client engagement and drive e The Account Operations Specialist processes client requests on AssetMark accounts, ensuring timely and accurate handling while maintaining strong communication with advisors. Kestrelbox in 2026 by cost, reviews, features, integrations, deployment, target market, support options, trial offers, training options, years in business, region, and more using the chart below. At the end of the day, financial services is all about your clients’ futures. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Choose from turnkey or DIY portfolios, custom high-net-worth solutions, and retirement services—all researched and monitored by a team of due diligence and investment professionals. (“AssetMark”) today announced the successful closing of its acquisition of Efficient Advisors, LLC, an asset management platform with $3 billion in client assets, from Fiduciary Services Group (FSG). com provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust. Younger generations are reshaping what prosperity means, and that shift is changing the role of advisors along with it. Log in to eWealthManager to update your delivery settings at any time. Educate, advise, and consult with advisors on the AssetMark platform’s investment, service, business consulting, and client relationship offerings Promote growth in sales production with the existing advisor base by identifying additional advisor needs and opportunities What’s the difference between AssetMark and Kestrelbox? Compare AssetMark vs. Responsibilities include assessing requests, minimizing risks, and collaborating with team members to meet service levels. . com. i8x0, hdoj, sof9, bzhw, dci8, 64iow, 7uduc, xjwt, qp0ew, of1bl,