Independent digital wealth management platform Marstone announced on Tuesday it has teamed up with custody and learning engine Apex Clearing to launch a fully integrated digital wealth solution.
According to the duo, this new partnership will benefit investment management firms, insurance companies, and organizations with large financial services practices or others that are expanding their businesses into financial services that face high demand for digital experiences and capabilities. While sharing more details about the partnership, Bill Capuzzi, CEO of Apex Clearing, stated:
“Marstone’s platform offers an exceptional user experience and intuitive design. We look forward to bringing new and innovative tech-forward solutions to market together in the coming months, and this launch serves as just the beginning of our joint mission to modernize investing in the digital wealth space.”
Margaret J. Hartigan, Co-Founder and CEO of Marstone, then added:
“In today’s uncertain times, it’s essential for the companies that clients trust with their financial access and health to be modern, digital-first, and inclusive of clients with $500 or $50 million. Apex Clearing is known to be a leader in administering client assets in real time and is incredibly digitally friendly. These exacting capabilities driven by powerful APIs combined with Marstone’s modern customer experience and approach will ensure future growth for us both.”