Powered by Marstone helps advisors and financial firms retain and expand their client relationships, while our investing and management tools help scale and leverage core processes. Using your current systems, Marstone can present a ubiquitous advisor dashboard leveraging multiple data sources.
Our technology sits on top of your firm's existing infrastructure, allowing for faster integration and a seamless user experience.
Experienced advisors know how crucial every member of their team is to running a successful business. That’s why the Powered by Marstone solution benefits not only wealth advisors themselves, but also the people who support them and make an enterprise run smoothly.
The Advisor Dashboard provides tools that are designed around the most important daily activities of advisors, managers, and their teams. Our interactive reporting tools make account summaries clear and intuitive for individual investors, while also providing analytical data and metrics relevant to nance professionals.