In the Press

  • January 9, 2019
    Interactive Brokers and Marstone to Provide a Fully-Integrated Digital Wealth Solution for Banks and Institutions

    Marstone, Inc., a leading, independent digital wealth management platform, and Interactive Brokers Group, Inc. (IEX: IBKR) an automated global electronic broker, today announced the integration of their two platforms to provide a new fully-integrated, turnkey wealth management solution.

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  • December 6, 2018
    Banks Need A Digital Advisory Dance Partner

    Outsourcing non-core technology capabilities, such as digital advisory services, to proven, enterprise-ready third parties can help banks focus on maintaining customer relationships, writes Margaret J. Hartigan.

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  • October 31, 2018
    Marstone Launches BlackRock Model Investment Portfolios on Its Digital Wealth Management Platform

    BlackRock’s Managed Portfolio Solutions are now accessible to Marstone’s digital advice clients allowing banks, broker dealers, credit unions and RIAs to offer new investment strategies to their customers.

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  • October 20, 2018
    Maybe It’s Time To Let the Old Ways Die: Not Having a Digital Strategy in Wealth Management

    The Financial Revolutionist’s take on Marstone’s partnership with HSBC: “a big deal for Marstone and a smart deal for HSBC.”

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  • October 18, 2018
    HSBC Bank to Roll Out Robo-Advisor

    Add HSBC Bank USA to the list of institutions offering robo advice. The unit of HSBC Group has partnered with Marstone to develop Wealth Track, a software-based investment advice platform.

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  • October 17, 2018
    HSBC Partners with Marstone for Digital Client Engagement, Broadening Its Audience and Easing Access to Wealth Management

    HSBC Wealth Track™, a new Robo Advisor solution, is the first service to emerge from the partnership.

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  • May 10, 2018
    Will You Be My Friend?

    Relationships are a critical component of most financial institutions’ customer strategy. What happens when that relationship isn’t with another human but a machine? In this episode of the “Breaking Banks” podcast, Marstone’s CEO Margaret Hartigan discusses how the Powered by Marstone platform can help to enhance the customer experience for bank clients.

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  • April 29, 2018
    4 Best Practices for Banks Launching Digital Advice Channels

    As banks compete to retain customers in a crowded landscape of digital alternatives, Marstone’s digital advice solution can allow them to implement a self-service robo advisor, a hybrid model, and a white-labelled investor portal.

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  • October 16, 2017
    Marstone Wins 2017 Industry Award for Digital Advice

    Marstone received the 2017 Industry Award for Digital Advice, highlighting Marstone’s recent collaboration with Fiserv, Inc. to create the most comprehensive institutional digital advisory platform.

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  • June 11, 2017
    Appetite for Disruption, Part 2

    Second in a two-part conversation between “Appetite for Disruption” co-hosts Troy Paredes and Lee Schneider and Marstone CEO Margaret Hartigan. Listen as they discuss the latest trends in fintech.

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  • May 29, 2017
    Appetite for Disruption, Part 1

    First in a two-part conversation between “Appetite for Disruption” co-hosts Troy Paredes and Lee Schneider and Marstone CEO Margaret Hartigan. Listen as they discuss the latest trends in fintech.

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  • April 7, 2017
    Marstone: Friend or Foe looks at how the Powered by Marstone platform can help established institutions compete in an increasingly crowded market of consumer-oriented robo advisory products. The magazine’s verdict: Marstone can positively impact the customer experience that banks offer to their clients.

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  • February 9, 2017
    Fiserv’s Unified Wealth Platform Embraces the Robot

    Cheryl Nash, president of Investment Services at Fiserv, discusses how the Powered by Marstone suite of tools can help institutions deliver comprehensive digital advice to their end investors through a single-platform strategy.

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  • February 6, 2017
    Fiserv Partners With Marstone To Offer Robo Advice

    Asset managers, broker/dealers and banks using Fiserv can deploy a client portal, a self-service robo, or a hybrid offering using Marstone.

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  • July 14, 2016
    Marstone and Quovo Announce Partnership

    Through this partnership, financial advisors using Marstone will benefit from Quovo’s account aggregation technology, which seamlessly syncs data from thousands of financial institutions.

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  • April 6, 2016
    Finance in Focus: What is investment account aggregation?

    Why is account aggregation one of the hottest topics in wealth management? Listen as Marstone’s CEO Margaret Hartigan and Lowell Putnam, CEO of Quovo, which makes software to foster connectivity, discuss how their companies’ solutions use account aggregation to help give investors a holistic view of wealth management.

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  • March 21, 2016
    Exclusive: Robo-adviser Marstone has partnered with IBM Watson to deliver cognitive computing-powered advice

    Marstone, an adviser-facing robo-adviser, is partnering with IBM Watson to offer digital advice supported by cognitive computing.

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  • September 21, 2015
    #IPinUSA15 Part two: Robo reality

    “Robo-advisers get more coverage than Donald Trump,” the head of a wealth management ‘aggregator’ lamented with more than a little tongue-in-cheek.

    Twelve months ago, when I first toured the US with Implemented Portfolios and friends, there was a palpable sense of optimism about robo-advice. The names Betterment, Wealthfront, Personal Capital and Motif were thrown around like they were the hottest new major league baseballers, with big end of town execs all very eager to demonstrate they were not out of touch with the Silicon Valley invasion of financial services.

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  • June 8, 2015
    At INSITE in Orlando, Pershing outs its robo-religious conversion complete with open API store, Silicon Valley and India skunkworks, Marstone robo deal and unabashed digi-speak
    Mark Tibergien says Pershing has gotten BNY to chum the RIA waters with loans and anticipates a ‘flood’ of billion-dollar wirehouse breakaways.
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  • June 4, 2015
    Pershing taps Marstone partnership to debut first adviser-focused robo
    The platform, which can be white-labeled for advisers, powers risk profiling, account opening and digital advice, and allows advisers to input their own portfolio models.
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