PROVIDENCE – Financial technology firm Marstone Inc. is teaming up with global assets manager American Century Investments to offer its digital wealth services, according to a news release.
The partnership will bring Marstone’s digital wealth management platform to American Century Investments clients and their $230 billion collective global assets. The deal also marks the beginning of American Century’s new, digital-first business line using Marstone’s digital advice services, the release stated.
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Marstone, which has offices in Providence and New York, will provide fully customizable investor assessments, client onboarding, personalized dashboards, money movement capabilities, trading and rebalancing services, and goals-based planning to American Century clients.
Nancy Lavin is a PBN staff writer. You may reach her at Lavin@PBN.com.
