Wealth Management Technology Solutions & Support

Technology
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Our team of experienced IT professionals will provide you with technology solutions and support to help you enhance the client experience while protecting your firm and clients’ personal data.

Our technology services and resources for wealth advisors include:

Comprehensive approach

Comprehensive approach to technology leadership, solutions and service excellence

Team of skilled individuals

Team of skilled individuals including expertise in support services, information security, system integration, system engineering

IT services

IT services featuring financial planning technology solutions including a suite of email, office and cloud applications, plus website domain management and cybersecurity best practices

Additional optional support

Additional optional support to fulfill equipment, printing and computer needs

Add-on features for a fee

Add-on features for a fee including infrastructure and remote support, office set up, plus cybersecurity incident response

Mariner Platform Solutions offers additional back-office support so you can spend less time running your business and more time growing it. Support includes operations, 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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