February 6, 2017Fiserv Partners With Marstone To Offer Robo Advice
Asset managers, broker/dealers and banks using Fiserv can deploy a client portal, a self-service robo, or a hybrid offering using Marstone.
July 14, 2016Marstone and Quovo Announce Partnership
Through this partnership, financial advisors using Marstone will benefit from Quovo's account aggregation technology, which seamlessly syncs data from thousands of financial institutions.
March 21, 2016Exclusive: Robo-adviser Marstone has partnered with IBM Watson to deliver cognitive computing-powered advice
Marstone, an adviser-facing robo-adviser, is partnering with IBM Watson to offer digital advice supported by cognitive computing.
September 21, 2015#IPinUSA15 Part two: Robo reality
"Robo-advisers get more coverage than Donald Trump," the head of a wealth management 'aggregator' lamented with more than a little tongue-in-cheek.
Twelve months ago, when I first toured the US with Implemented Portfolios and friends, there was a palpable sense of optimism about robo-advice. The names Betterment, Wealthfront, Personal Capital and Motif were thrown around like they were the hottest new major league baseballers, with big end of town execs all very eager to demonstrate they were not out of touch with the Silicon Valley invasion of financial services.
June 8, 2015At INSITE in Orlando, Pershing outs its robo-religious conversion complete with open API store, Silicon Valley and India skunkworks, Marstone robo deal and unabashed digi-speakMark Tibergien says Pershing has gotten BNY to chum the RIA waters with loans and anticipates a 'flood' of billion-dollar wirehouse breakaways.Read Full Article
June 4, 2015Pershing taps Marstone partnership to debut first adviser-focused roboThe platform, which can be white-labeled for advisers, powers risk profiling, account opening and digital advice, and allows advisers to input their own portfolio models.Read Full Article