Digital advice
is here for

Introducing Digital Advice, Powered by MarstoneTM.

Powered by Marstone is the white-label digital advice (robo-advisor) 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.

Deepen client engagement and increase marketshare.

Marstone brings greater control, understanding, and transparency to investing, building trust and loyalty with your existing clients and additional access into new markets.

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Choose the best engagement model for your digital advice business.

Recognized with the Industry Award for Digital Advice in 2017, Marstone partners with some of the industry’s most innovative institutions — including custodians, service providers, and fintech innovators to provide a range of online wealth management solutions.

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Increase team productivity.

Our automated workflow processes and integrated systems are designed to enable greater operational efficiency for your team.

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Get up and running fast.

Marstone's custodial integration allows firms to launch a seamless digital-advice offering quickly and efficiently.

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Marstone is a financial services company that provides a new breed of online investment solutions and wealth-management tools. We focus on the needs and expectations of businesses and wealth managers, as well as the evolving requirements of our modern generation of clients and investors.