American Century Investments selects Marstone to provide digital wealth management platform

By Edlyn Cardoza

Marstone, Inc., a leading digital wealth technology firm, recently announced a commercial relationship with American Century Investments, the $230 billion global asset manager, providing clients with Marstone’s digital wealth management platform. This relationship marks the start of a new, digital-first business line for the American Century, opening up its portfolios to a broader client base due to lower initial investment amounts and providing Marstone’s digital advice services via its trusted client portal.

As end clients’ investment needs change and new clients seek advanced digital wealth solutions from their chosen financial partners, Marstone provides a modern, unified customer experience that enables clients to open and manage their unique digital advice accounts. Together, Marstone and American Century strive to provide a futureproof 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 in that time, we’ve come to deeply understand the importance of offering seamlessly scalable and accessible digital wealth products for a wide range of clients,” said Margaret J. Hartigan, CEO, Marstone. “American Century’s existing investment offerings are a perfect fit with our platform, and we look forward to delivering an expanded digital experience with rapid time-to-market.”

With eight offices globally, American Century has strived to provide investment management services to clients for over 60 years.

“American Century Investments puts our clients’ needs first and is dedicated to helping clients achieve financial success. We believe digital advice will help us gain a better understanding of clients’ ever-evolving 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 advice tool as our relationship expands in the coming years.”