Powered by Marstone was conceived and developed to address the evolution of today’s wealth- management industry. As a white-label solution for institutions, we bring an easy and inexpensive way to launch and brand your own client-facing investment product, with tools for portfolio creation and management, account aggregation, interactive reporting, and more.
To implement our innovative user experience, Marstone can either act as a sub-advisor — providing risk questionnaires, investment models, account management, and trading — or simply provide the technology that supports your own models and intellectual property.
Through our integration with clearing, custody, and settlement services, Marstone brings seamless processes to your investing clients. From truly paperless account enrollment using features like automatic account approvals to electronic signature, the end-investor can open and fund their accounts more quickly, removing all potential blockers.
Thank you for your interest in Powered by Marstone. If you would like to learn more, please submit your contact info below and a member of our team will contact you shortly!
Thank you for your interest in Powered by Marstone. A member of our team will contact you shortly!