Powered by Marstone

Product Type:

PORTFOLIO MANAGEMENT TOOL |  INVESTMENT ANALYTICS| CLIENT PORTAL TOOL | RISK TOLERANCE ASSESSMENT TOOL | CLIENT DATA GATHERING TOOL

Powered by Marstone is the customizable white-label digital advice and financial planning platform that enables financial firms— including banks, brokerages, insurance companies, and asset managers—to quickly and cost effectively launch a digital storefront.

Integration:

Pershing NetX360, Quovo, Albridge, Fiserv, DocuSign

Pricing:

Pricing is based on AUM on the platform.

Free Trial Available?:

No

Created By:

Marstone Inc.

Company about us:

Marstone is a financial technology company focused on digital investment & financial planning advice. We provide banks, credit unions, retirement plan providers, insurance and investment companies the ability to private label (white label) the Powered by Marstone platform, complete with custom branding, messaging and, if desired, investment and financial product mix.

Marstone was conceived and developed to create a digital advice platform to address three major challenges: Demystify finance for the retail investor; help financial advisors deepen their engagement with households; and help institutions retain and grow assets and talent.

CONTACT:

PHONE: (646) 694-0859

E-mail: sales@marstone.com

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