Our Solutions
Marstone Wealth
Launch your digital investing product in weeks, not months.
Marstone Wealth, our turnkey wealth-management-as-a-service investing solution, lets financial firms efficiently and cost-effectively deliver an automated investing service to customers. With our pre-built suite of features and a streamlined implementation process, a digital offering through Marstone can be live in as little as four weeks. Enhance your overall customer experience, and accelerate growth for your institution.
Perfect for firms new to wealth management
Marstone Wealth makes it easy to add investing services to your business, even if you lack investing expertise.
Launch quickly, with minimal disruption
Be operational in as little as four weeks so your business remains on track.
Automate processes and reduce costs
Free up your team and resources with automated, fully digital onboarding and account management.
Scale seamlessly, focus on growth
Marstone Wealth scales with your institution enabling you to focus on expanding your customer base.
Empower customers through deeper engagement
Our do-it-yourself tools are backed up by professionally curated portfolios to build confidence and trust.
Marstone, LLC covers SEC compliance and legal requirements
Operate with peace of mind knowing that Marstone, LLC, our SEC-registered RIA, handles SEC compliance responsibilities.
Marstone Platform
Our most flexible investing solution adapts to your needs.
Our customizable white-label solution, Marstone Platform, is designed for larger institutions and financial firms seeking greater control over their digital offering. By providing flexibility around the RIA, portfolio models, feature set, branding, localization, and integration, Marstone Platform lets institutions personalize the investing experience to align with their business goals, technological requirements, and established brand identity.
Expand your wealth management arsenal
Offer low-cost automated investing alongside your existing personalized advisory services to attract a wider customer base.
Customize your offering with flexible options
Tailor Marstone Platform's functionality to your specific needs and prioritize features that align with your business goals.
Brand the solution for your institution
White label the Marstone Platform solution so its branding aligns with the rest of your digital ecosystem.
Unleash new capabilities with ease
Leverage a smooth and efficient implementation process that adds additional capabilities to your existing technology stack.
Benefit from a scalable, localized solution
Marstone Platform scales and adapts alongside your business, offering multilingual support for an evolving global market.
Unlock data-driven growth
Leverage data-driven insights to gain a deeper understanding of your customer base. Optimize your offerings and personalize the user experience for improved customer satisfaction.