Mariner Platform Solutions
Our robust platform offers innovative technology, business infrastructure and collaboration with tenured teams, including investment management, tax and trust services. You’ll also have practice management resources and support, including an advisor community, all to help grow your business.
The platform is built using Mariner Wealth Advisors’ proven business model of offering its advisors access to in-house teams, technology and growth strategies. We offer that same access to you to help you stay independent, elevate your business and expand client services.
Why Choose Us?
We understand the needs of advisors and have a proven track record of supporting advisors and their clients. The platform helps advisors grow their practices, especially as the industry evolves. It’s designed to enhance the capacity and time you need to serve clients, increase your offering and differentiate your practice from competitors.
For core business operations, the platform offers a range of support including financial planning software, CRM, performance reporting, marketing, investment solutions and a dedicated relationship manager to work with you on growth strategies.