Fiserv Brings Innovative, New Digital Investment Advice Solutions to its Wealth Management Network in Partnership with Marstone
Companies join forces to enable digital transformation of wealth management via single platform
The Marstone platform allows wealth management firms to offer holistic
account analysis, tailored portfolios, and an innovative user
experience. As the industry focuses on goals-based financial planning,
easier client onboarding and fiduciary requirements from the
"Wealth management firms have a tremendous opportunity to grow client
engagement by incorporating digital advice solutions that enable
advisors to interact with their clients in a way that fits their lives.
Most financial advisors today are not using a digital platform, yet many
investors say a combination of digital and human advisor interaction is
appealing to them," said
By incorporating digital tools into their technology portfolio, advisors can deliver more tailored advice to their investors. The Powered by Marstone suite leverages technology and user experience to optimize efficiency, facilitate communication, and maximize growth. The Marstone digital advice and financial planning platform can be implemented at the enterprise level as a self-directed robo solution or delivered as a point-solution hybrid model connected with an advisor. The suite includes Marstone robo-advice solutions, which can query investors about their age, income, risk tolerance, time horizon and goals.
"Our partnership with
In a world that is moving faster than ever before,
Wealth Management Solutions from
- Trends 2017: Wealth Management Blog - http://fisv.co/2jSwFWk
- Wealth Management Network - http://fisv.co/2e9JU3E
- Unified Wealth Platform - http://fisv.co/2e7TrH2
- Digital Transformation Introduces Wealth Management to a New Generation Blog- http://fisv.co/2le0rqj
Marstone is a comprehensive online investment and financial planning platform that provides an innovative and intuitive experience for institutions and individual investors. Powered by Marstone is a white-label solution that offers a full range of services for a wealth manager's daily workflow, including an integrated client portal with digital advice capabilities to aggregate vendors, resources, and tools. With a mission to demystify money and enable everyone to gain knowledge and agency of their finances, Marstone built a superior platform that encourages stronger relationships between advisors and their clients. For more information, visit www.marstone.com and www.poweredbymarstone.com.
Senior Public Relations Manager
Director, Public Relations
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