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.
The Marlborough Platform
Combining service and technology to make a difference to every client.
In the fast-paced world of finance, our low-cost platform stands out as being reliable and forward-thinking. Our platform technology grants your adviser the tools and reporting to personalise your investment strategies based on your unique goals and risk appetite.
Choosing Marlborough platform, your adviser gains access to comprehensive functionality that enhances their expertise, while you benefit from a transparent, easy to use interface and tailored approach to your investments.
Why our platform makes a difference.
Advanced, innovative technology that’s doing more for you.
Our platform employs advanced technology to revolutionise your investment experience. With intuitive interfaces and real-time insights, you can effortlessly monitor your portfolio's performance from the comfort of your home.
Our robust security measures ensure the safety of your financial data, granting you peace of mind. This seamless fusion of technology and the expertise of your adviser empowers you to make informed decisions and embark on a journey towards achieving your financial goals with confidence.
