Looking for a Digital Wealth Management Solution?

New York City, N.Y. //; Greenwich, Conn. //

Banks and institutions hoping to offer wealth management services can now leverage a cohesive solution that combines Marstone’s customizable digital wealth platform and Interactive Brokers Group Inc.’s clearing, custody and execution services. The result is a fully integrated, turnkey wealth management solution.

“By pairing our superior model portfolio and back office technology with the impressive client software Marstone has built, we have created a complete solution that is ideal for any institution that wants to offer online wealth management services without adding extra operational overhead,” explained Milan Galik, president and director of Interactive Brokers.

The Marstone platform seeks to allow financial institutions to strengthen and expand their businesses through digital wealth management and advisory solutions. The integrated solution is flexible and scalable for institutions of all sizes, ensuring a seamless online experience for end users.

Interactive Brokers serves more than 593,000 clients worldwide and conducts broker/dealer business in more than 120 market destinations globally.

“Interactive Brokers is well known for its best-in-class trading platform and is smartly establishing the same reputation amongst other client segments through ambitious digital projects and partnerships,” said Margaret Hartigan, Marstone’s CEO and founder. “They maintain an aggressive pace of innovation and believe in a future filled with empowered clients making informed decisions about their finances.”

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