Smart for
your clients is
smart for you.

The investment landscape has evolved.

Powered by Marstone was conceived and developed to address the evolution of today’s wealth- management industry. As a white-label solution for institutions, we bring an easy and inexpensive way to launch and brand your own client-facing investment product, with tools for portfolio creation and management, account aggregation, interactive reporting, and more.

To implement our innovative user experience, Marstone can either act as a sub-advisor — providing risk questionnaires, investment models, account management, and trading — or simply provide the technology that supports your own models and intellectual property.

Integrated, compliant, secure.

Through our integration with clearing, custody, and settlement services, Marstone brings seamless processes to your investing clients. From truly paperless account enrollment using features like automatic account approvals to electronic signature, the end-investor can open and fund their accounts more quickly, removing all potential blockers.

Platform Benefits
  • Strengthen your company's image with your own branded investment platform to increase client loyalty through stronger relationships and expanded services
  • Increase your asset-gathering capabilities to create a pipeline of new clients and manage existing clients more efficiently within the new DOL fiduciary ruling
  • Increase scalability of your business by on-boarding and maintaining clients electronically with paperless account-opening and funding processes
  • Flexible engagement model allows institutions to use their own model portfolios, leverage Marstone’s proprietary models, or use a 3rd party model manager.
  • External account aggregation services allow the end-investor to see and plan their financial lives holistically

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