New digital wealth solution from Interactive Brokers and Marstone

Marstone, Inc., a leading, independent digital wealth management platform, and Interactive Brokers Group, Inc. have announced the integration of their two platforms to provide a new fully-integrated, turnkey wealth management solution.  Banks and institutions looking to offer wealth management services can now leverage the strengths of both firms

January, 2019

Marstone, Inc., a leading, independent digital wealth management platform, and Interactive Brokers Group, Inc. have announced the integration of their two platforms to provide a new fully-integrated, turnkey wealth management solution.  Banks and institutions looking to offer wealth management services can now leverage the strengths of both firms – Marstone’s fully customizable digital wealth platform and Interactive Brokers’ best-in-class clearing, custody, and execution services – to deliver a superior client experience.  Milan Galik, President and Director, Interactive Brokers Group, said, “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.”