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 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 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
Learn more about all our wealth advisor support services:
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If you are considering breaking away and are interested in learning more about Mariner Platform Solutions, get in touch.
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