Digital advice
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Seamless. Flexible. Trusted.

Powered by Marstone is the core-agnostic enterprise platform. Recognized with the Industry Award for Digital Advice in 2017, Marstone is the proven choice to improve your bottom line and meet your customers where they are.

Deepen client engagement, increase retainment and market-share.

Marstone helps build trust and loyalty with your existing clients and gives you access into new markets.

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Marstone is ready to be your tech partner for digital advice.

From local credit unions to multinational banks and investment houses, every institution is unique. Our flexible platform can be used out of the box, or customized and deployed to meet any institution’s needs, and our automated workflow processes can enable greater operational efficiency for your team.

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Count on our experienced team and world-class partners.

Marstone is an experienced team of designers, technologists, and wealth-management professionals. We partner with some of the industry’s most innovative institutions to provide proven digital wealth management solutions.

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Marstone is a financial services technology company that provides a new breed of online investment solutions and wealth management tools. We focus on the needs of businesses and wealth managers, as well as the evolving expectations of end investors and customers.