Mariner and State Street Partner to Streamline Operations and Fuel Growth

National financial services firm Mariner has announced a strategic partnership with State Street Corporation. This collaboration aims to implement Charles River's advanced Wealth Management Solution to significantly streamline Mariner's operational processes. The initiative is designed to enhance the advisor experience, improve portfolio management, trading capabilities, and data integration. Crucially, this move will support Mariner's ambitious growth strategy, targeting an expansion to 5,000 advisors. The partnership is expected to reduce operational complexity, thereby enabling Mariner to achieve its substantial expansion goals efficiently.