PRODUCTS & SERVICES
At MarbleTech, we leverage cutting-edge technology to give investment and wealth managers a competitive edge in client management.
Comprehensive CRM
Manage customer relationships effortlessly.
IFRS-Compliant Accounting
Accurate, double-entry ledgers for seamless reporting.
Portfolio Management
Comprehensive portfolio management & portfolio rebalancing
Sophisticated Reporting
Branded reports that reflect your corporate identity.
Comprehensive CRM
Manage customer relationships effortlessly.
User-Friendly Portals
Access for portfolio managers, advisors, and clients to view balances, transactions, and more.
Configurable Compliance Monitoring
Stay compliant with ease.
Performance and Tax Calculation
Adhere to GIPS standards and handle tax calculations efficiently.
MARBLETECH
Industry-leading expertise
Our solutions address the need for software that understands our market is very sophisticated by international standards, and that our clients require revolutionary, integrated products to differentiate themselves from competitors.
MarbleTech is committed towards securing the Confidentiality, Integrity and Availability (CIA) of information for the day-to-day Business and Technical operations. The security of information and other assets is therefore regarded as fundamental for the successful business operation of MarbleTech.
MarbleTech is in the process of implementing a Information Security Management System (ISMS) comprising of the Information Security Policies, Procedures and Processes to effectively protect data/information of MarbleTech and its customers from information security threats, whether internal or external, deliberate or accidental.
