See a single
unified view
of all your

Deeper bonds, broader reach.

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.

Empower your entire team.

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.

Business Benefits
  • Dashboards of essential metrics, such as assets under management, revenues, rankings, time-specific performance charting, winners and losers, production credits, etc.
  • Industry benchmark comparisons with capability to link to other internal and external websites and benchmarks
  • Customizable summaries of accounts and advisors’ books with interactive and dynamic account reporting
  • Better-informed client communication through customizable alerts to remember important events of clients
  • Easy access to transaction reports, tools and calculators, forms and documents, and the latest regulatory releases from the SEC and FINRA