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.
Marstone brings greater control, understanding, and transparency to investing, building trust and loyalty with your existing clients and additional access into new markets.Learn more
Recognized with the WealthManagement.com 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.Learn more
Our automated workflow processes and integrated systems are designed to enable greater operational efficiency for your team.Learn more
Marstone's custodial integration allows firms to launch a seamless digital-advice offering quickly and efficiently.Learn more