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Digital advisory services will now complement American Century’s strong investment offerings in mutual funds, ETFs, advisor-led portfolios and other investment solutions

NEW YORK–(BUSINESS WIRE)–
Marstone, Inc.a leading company in digital wealth management technology, today announced a business relationship with Investments of the American Century, the $230 billion* global asset manager, which offers its clients Marstone’s digital wealth management platform. This relationship marks the start of a new line of digital-focused business for American Century, opening its portfolios to a broader client base due to lower initial investment amounts and providing Marstone’s digital advisory services through its portal. trusted customer. As end-client investment needs evolve and new clients seek advanced digital wealth management solutions from their chosen financial partners, Marstone delivers a modern, unified client experience that enables clients to open and manage their unique digital advisory accounts. Together, Marstone and American Century strive to provide a future-proof investment platform for the next generation of investors.

“For nearly a decade, Marstone has been one of the only fintech platforms focused on the enterprise market, and during that time we have deeply understood the importance of offering scalable and accessible digital wealth products from seamlessly for a wide range of customers. said Margaret J. Hartigan, CEO of Marstone. “American Century’s existing investment offerings are a perfect fit for our platform, and we look forward to delivering an expansive digital experience with a fast time to market.”

Marstone’s digital wealth management approach will equip American Century with a variety of key capabilities, including:

  • Fully customizable investor assessment and risk tolerance questionnaire;

  • Integration of customers;

  • Personalized customer dashboard;

  • Money-moving capabilities, including seed funding, one-time and recurring contributions and withdrawals;

  • Trading and rebalancing services in relation to User’s digital advisory accounts;

  • Goal-based planning functionality.

With eight offices around the world, American Century has strived to provide the best investment management services to its clients for over 60 years.

“American Century Investments puts the needs of our clients first and is dedicated to helping them achieve financial success. We believe digital advice will help us better understand ever-changing customer situations and expectations,” said Wayne Park, senior vice president of Personal Financial Solutions. “Working with Marstone allows us to continue to evolve and grow with our clients, adding a strong digital advisory tool as our relationship develops in the years to come.”

To learn more about Marstone’s offering, please visit www.marstone.com or contact us at [email protected].

About American Century Investments

American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting cutting-edge medical research. Founded in 1958, American Century Investments’ 1,400 employees serve financial professionals, institutions, corporations and individual investors from offices in New York; London; Frankfurt; Hong Kong; Sydney; Los Angeles; Santa Clara, California; and Kansas City, Mo. Jonathan Thomas is president and chief executive officer, and Victor Zhang is chief investment officer. Providing investment results to clients enables American Century Investments to distribute more than 40% of its dividends to the Stowers Institute for Medical Research, a 500-person nonprofit basic biomedical research organization. The Institute owns more than 40% of American Century Investments and has received $1.8 billion in dividends since 2000. For more information on American Century Investments, visit www.americancentury.com.

About Marstone

Marstone is a leading digital wealth management platform whose mission is to improve financial literacy, deepen financial inclusion, and humanize finance for all. Its enterprise-ready solution, Powered by MarstoneTM, enables financial institutions to efficiently and affordably reach, acquire and retain customers who seek simple insight and engagement about their finances.

As a proven and trusted technology partner, Marstone has full integrations with custodians such as Pershing, core banking platforms such as Fiserv, account aggregation platforms and investment managers. These integrations, in addition to Marstone’s partnerships with globally recognized foundations, including the World Economic Forum’s Center for the Fourth Industrial Revolution and leadership participation on the Milken Institute’s FinTech Advisory Board, provide organizations with the ability to deploy technology that will help them sustain their businesses. as consumer expectations for digital wealth management evolve.

*Assets under surveillance as of 03/21/2022.

Media

Kate Gundry

[email protected]

Source: Marstone, Inc.

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