Don’t just manage wealth, use technology to cultivate it.
The great wealth transfer is happening now, and with it comes the need to serve a new, tech-savvy generation of investors. The Marstone platform integrates digital investing into your practice to automate tasks, free valuable time, and let you focus on what matters most — nurturing client relationships and crafting powerful financial strategies.
In the fast-moving world of finance, technology and efficiency are key.
Expanded services for tech-forward investors
Offer accessible digital investing tools to clients and attract modern investors.
Streamlined client onboarding
Simplify account opening and management with our fully digital platform that reduces administrative burdens and tedious paperwork.
Services that engage clients
Strengthen your client engagements by offering a self-directed investing option, including access to pre-curated portfolios.
Deeper client insights
By linking external accounts your clients have a fuller financial picture, enabling data-driven, personalized wealth management strategies.
Benefits
Deeper client relationships
Empower clients to actively participate in their own investment journey.
Increased profitability
Attract new clients seeking digital tools and expand existing client relationships with advanced digital capabilities.
Greater efficiency
Streamline client onboarding and account management to focus on high-touch services and client acquisition.
Ensure compliance
Leverage a secure and compliant platform with data security and regulatory adherence.
