Our platform services explained
Digital-first technology for advisers and their clients
In addition to our roles as an expert investment manager and an independent steward safeguarding the best interests of fund investors, our platform helps financial advisers offer their clients the best possible service.
Our technology experts have built a digital-first ‘platform’– an online portal where advisers manage their clients’ investments and clients can review the performance of their portfolios.
An increasing number of adviser firms are switching to our platform, which combines innovative technology with the commitment to provide exceptional service that’s shared across the Marlborough Group.