Buyer Fit
Target firm types
- Wealth Management Firms
- Banks
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Digital wealth and client engagement platform that institutions deploy for investor-facing experiences.
Description
Marstone provides a digital wealth platform that banks and financial institutions deploy to deliver client-facing investing experiences, combining onboarding, goals-based investing, and engagement in a branded interface.
Integrations
Marstone has 7 integrations in our directory
Search below to find what you're looking for
- Albridge Level 5
- DocuSign Level 5
- G-Suite Level 5
- Office 365 Level 5
- Pershing Level 5
- Salesforce Level 3
- Zapier Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
OAuth, SAML 2.0
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer sandbox URL
No
