Financial services technology provider Fiserv has partnered with advisory firm Marstone to deliver new digital investment advice solutions to its wealth management network.
Dubbed Powered by Marstone, the solution will provide wealth management firms access to digital advice solutions that seamlessly integrate into the Unified Wealth Platform from Fiserv.
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Fiserv said that the platform will allow wealth management firms to offer holistic account analysis, tailored portfolios, and an innovative user experience. It can be deployed at the enterprise level as a self-directed robo solution or delivered as a point-solution hybrid model connected with an advisor.
Fiserv president of investment services Cheryl Nash said: “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.
“In partnership with Marstone, Fiserv is delivering a flexible, scalable solution that can be seamlessly integrated to elevate the digital experience for all users.”
Marstone CEO and founder Margaret Hartigan said: “Our partnership with Fiserv enables unparalleled ease of adoption and deployment for financial firms seeking to white-label our Powered by Marstone solutions, including digital –advice.
"As part of our integration, we will leverage the security, stability, and scalability of the Fiserv technology, and be able to reach the vast number of custodians already connected to Fiserv globally."
