Today’s financial clients are not passive consumers. They are thoughtful, curious, and require ideas and information to be conveyed though clear language and meaningful visuals. And like everyone else, they expect technology to satisfy their demands — any time, anywhere.
As experienced wealth managers ourselves, we know where clients often bail out of financial conversations, and how many people feel uneasy about money. Marstone’s products and tools have been created to demystify the investing experience, allowing people to better understand their financial life and ultimately build greater bonds with their advisors.
Smart investing isn’t one size fits all, so we allow clients to build a personalized portfolio based on their own goals, beliefs, and interests. After users are guided through a few simple questions, our algorithms gauge their timing and risk tolerance to create an appropriate portfolio. Individual portfolios are then built and presented using our curated selection of exchange-traded funds.
The Marstone aggregation feature lets users link their accounts from other banks and brokerages, while our client dashboard allows customization of account nicknames and personal photos. Our interactive reporting tools can also be customized with different metrics and benchmarks.