Support for AdvisorsRobust Support to Run and Grow Your Business
Mariner Platform Solutions offers access to a range of solutions, including an innovative technology platform, investment support, an advisor community and a dedicated relationship manager who will work with you on your growth plan.
Advisor Support Throughout the Process
If you’re leaving a firm to start a new one or are ready to scale the business you have, we offer support in advance of joining Mariner Platform Solutions, to help prepare you before you make the move. That support includes advice on lending options, legal, risk and compliance. We’ll also provide marketing support, business setup, custodial choice and assistance from an experienced transition and operations team.
And, once you join Mariner Platform Solutions, you’ll have dedicated support across all business functions to help you maximize the power of the platform and to help ensure your business operations run smoothly.
Resources for Running Your Business
Mariner Platform Solutions offers an integrated technology platform that includes financial planning software, CRM and performance reporting and reconciliation. An open architecture investment platform, research tools and cross-department support will also help improve operational efficiency.
Business Management and Growth Strategies
We offer a dedicated relationship manager who will work with you on growth strategies. You’ll also have access to our practice management and marketing teams who can advise you on ways to strengthen your practice. And advisory solutions teams, including tax and insurance, offer advice you can tap into for your clients.
Access to Tenured Teams to Build & Grow Your Business
It takes a lot of teams and functions to run your business day to day. It can be hard to juggle everything plus acquire and take care of clients. That’s why we created Mariner Platform Solutions. The platform offers access to advisory solutions and teams across business functions.