Operations Support for Wealth Advisors

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Operations and billing can take up a large portion of your time, pulling you away from working with clients. Discover how Mariner Platform Solutions’ robust operational support can help wealth advisors gain efficiencies.

Our team manages client onboarding and your operational needs through entire client relationship.

Operational resources for wealth advisors include:

Client support

Client support throughout the relationship, from the initial client account opening to billing, servicing and maintaining client records

Custodial management

Custodial management including oversight of the custodial relationship and service level agreements

Client service tools

Client service tools such as financial planning software, CRM and performance reporting

Investment support

Investment support for portfolio management solutions, trading and rebalancing solutions

Platform and product management

Platform and product management, including design and implementation, development and integrations, training and engagement

Mariner Platform Solutions offers additional back-office support so you can spend less time running your business and more time growing it. Support includes financial plan generation and investment proposals, technology, marketing and regulatory compliance.


Learn more about all our wealth advisor support services:

Start Growing with Mariner Platform Solutions

If you are considering breaking away and are interested in learning more about Mariner Platform Solutions, get in touch.

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