Marstone

مدیریت سبد سرمایه‌گذاری

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This digital wealth management platform facilitates personalized investment solutions for financial institutions, enabling them to improve customer engagement and financial literacy. Key features include customizable investment offerings, seamless integration with custodians for efficient custody and clearing, multi-lingual support, and options for both self-directed and advisor-assisted investing, addressing the needs of banks, credit unions, and wealth managers seeking to empower their clients in managing their financial futures.

Marstone را می‌توان در موارد زیر یافت: Investment Portfolio Management دسته بندی ها.

شبیه‌ترین محصولات به Marstone عبارتند از:

Ziggma تبلیغ شده → FusionIQ → Mahaana → Unifimoney → Sidekick →

اسکرین‌شات‌ها

جزئیات

Marstone ویژگی‌های اصلی

• Marstone Wealth
  This is a quick setup investment solution that helps institutions find investment options for their customers.
• Empower Advisors
  This feature allows advisors to focus on what matters most for their clients.
• Marstone Platform
  This is a digital platform that allows financial institutions to provide personalized investment solutions to their customers.
• Expand Product Offering
  This feature enables businesses to offer more products to their customers.
• Help Customers Take Control
  This feature supports customers in managing their own financial future.
• Strengthen Customer Relationships
  This feature helps businesses build better connections with their customers.

X___0 مزایا

• Empower advisors
  Advisors can focus on important tasks, which improves their efficiency and service quality.
• Elevate your business
  Using innovative solutions can improve a business's overall performance and reputation.
• Expand product offerings
  Businesses can provide more options to their customers, which can attract new clients and meet diverse needs.
• Strengthen customer relationships
  This helps businesses connect better with their customers, making them feel valued and understood.
• Help customers take control of their financial future
  Customers gain confidence in managing their finances, leading to better financial decisions.

چه کسی باید از Marstone استفاده کند؟

• Banks
  Banks can use Marstone to improve customer relationships and offer better financial services.
• Credit Unions
  Credit unions can help their members take control of their finances with Marstone's tools.
• Asset Managers
  Asset managers can expand their product offerings easily with Marstone's solutions.
• Wealth Managers
  Wealth managers can focus on important tasks while Marstone handles the technology.

نشان‌ها

<a href="https://saasbrowser.com/fa/saas/122264/marstone" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/xwmtm2oymcp8wd6vez0g7ox1wuc5" alt="Marstone - SaaS Browser Verified Badge" width="200" height="133" /></a>

نشان کپی

<a href="https://saasbrowser.com/fa/saas/122264/marstone" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/egn1hap0g6dydo1b4fisr0xzg1nd" alt="Marstone - SaaS Browser Verified Badge" width="200" height="133" /></a>

نشان کپی

Marstone جایگزین

Ziggma تبلیغ شده

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FusionIQ

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Mahaana

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Unifimoney

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Sidekick

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Privé

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Black Diamond

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Betterment

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