NEW YORK–(BUSINESS WIRE)–Marstone, Inc., a number one digital wealth know-how agency, at the moment introduced its latest product, Marstone Maps™, a monetary well being and wellness platform for establishments that permits finish purchasers to set, plan for, and evolve their monetary objectives. Benefitting from a dynamic, digital-first resolution, finish purchasers are provided methods from Marstone’s staff of business consultants to fulfill their distinctive monetary state of affairs and ambitions. Marstone Maps is launching with its first establishment to offer subtle, personalised, and clear monetary well being and wellness experiences to current and new purchasers with out each the technical raise and materials expense of constructing an in-house resolution.
“When you concentrate on an individual’s monetary life, no matter their revenue degree or belongings, there are a handful of huge bills many people share: shopping for a house, serving to out household, and saving for retirement. In what’s a persistently risky monetary local weather, many individuals stay hesitant to really articulate their monetary objectives when in actuality that is the second the place understanding the potential advantage of an extended time horizon may be wholesome and supply calm,” stated Margaret J. Hartigan, co-founder and CEO of Marstone. “Marstone Maps is deliberately constructed to have interaction and encourage. We wish people to dream massive, discover, and select the objectives that matter most to them. This simulation of eventualities serves to teach the person as their funding wants remodel.”
Marstone Maps helps folks articulate and advance in direction of their monetary objectives by means of a straightforward to navigate person expertise. On a timeline impressed by a subway map, customers can simulate the influence of shifting deadlines on their funds to create significant plans that meet their distinctive conditions.
Marstone Maps’ capabilities embody:
- Monetary ideas, eventualities, and simulations;
- A clear monetary wellness resolution that ties collectively advantages (401K, insurance coverage, HSA, FSA), exterior accounts, checking accounts, and investments;
- Actual-time calculations of reaching objectives by means of a easy drag-and-drop technique onto a timeline and answering a number of fundamental questions;
- Third-party integrations to make sure a customized, strong, and complete course of.
“At Marstone we’ve all the time believed in doing the arduous work first. Our integrations into enterprise monetary options, custodial cores, and extra allow us to now quickly ship turnkey merchandise like Maps to our institutional prospects guaranteeing the belief their purchasers have in them extends to an ever bigger buyer base,” continued Hartigan. “When different options that try to crack this nut for purchasers, we noticed a restricted universe of instruments providing account aggregation and objective or expense monitoring. But a consumer’s distinctive monetary objectives require a way more subtle, long-term view and technique. Whereas understanding issues like how and the place they spend is essential, the modifications one should make within the pursuit of economic objectives are simpler to make when given readability on how they interrelate. With out that long-term view, purchasers understandably lack accountability to themselves and may delay very important early financial savings.”
To be taught extra about Marstone Maps, please go to https://www.marstone.com/ or contact us at firstname.lastname@example.org.
Marstone is a number one digital wealth administration platform with a mission to reinforce monetary literacy, deepen monetary inclusion, and humanize finance for all. Its enterprise-ready resolution, Powered by MarstoneTM, allows monetary establishments to effectively and affordably attain, purchase, and retain purchasers who search simple data and engagement round their funds.
As a confirmed and trusted know-how companion, Marstone has complete integrations with custodians together with Pershing, core banking platforms together with Fiserv, account aggregation platforms, and funding managers. These integrations, along with Marstone’s partnerships with globally acknowledged foundations together with the World Financial Discussion board Centre for the Fourth Industrial Revolution and management participation within the Milken Institute’s FinTech Advisory Committee, present organizations the chance to deploy a know-how that can assist future-proof their companies as client expectations for digital wealth administration evolve.
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