PRODUCTS & SERVICES

Transform your
investment management

At MarbleTech, we leverage cutting-edge technology to give investment and wealth managers a competitive edge in client management.

Key features

Key features

Comprehensive CRM

Manage customer relationships effortlessly.

Comprehensive CRM

Manage customer relationships effortlessly.

Comprehensive CRM

Manage customer relationships effortlessly.

Comprehensive CRM

Manage customer relationships effortlessly.

IFRS-Compliant Accounting

Accurate, double-entry ledgers for seamless reporting.

IFRS-Compliant Accounting

Accurate, double-entry ledgers for seamless reporting.

IFRS-Compliant Accounting

Accurate, double-entry ledgers for seamless reporting.

IFRS-Compliant Accounting

Accurate, double-entry ledgers for seamless reporting.

Portfolio Management

Comprehensive portfolio management & portfolio rebalancing

Portfolio Management

Comprehensive portfolio management & portfolio rebalancing

Portfolio Management

Comprehensive portfolio management & portfolio rebalancing

Portfolio Management

Comprehensive portfolio management & portfolio rebalancing

Sophisticated Reporting

Branded reports that reflect your corporate identity.

Sophisticated Reporting

Branded reports that reflect your corporate identity.

Sophisticated Reporting

Branded reports that reflect your corporate identity.

Sophisticated Reporting

Branded reports that reflect your corporate identity.

Comprehensive CRM

Manage customer relationships effortlessly.

Comprehensive CRM

Manage customer relationships effortlessly.

Comprehensive CRM

Manage customer relationships effortlessly.

Comprehensive CRM

Manage customer relationships effortlessly.

User-Friendly Portals

Access for portfolio managers, advisors, and clients to view balances, transactions, and more.

User-Friendly Portals

Access for portfolio managers, advisors, and clients to view balances, transactions, and more.

User-Friendly Portals

Access for portfolio managers, advisors, and clients to view balances, transactions, and more.

User-Friendly Portals

Access for portfolio managers, advisors, and clients to view balances, transactions, and more.

Configurable Compliance Monitoring

Stay compliant with ease.

Configurable Compliance Monitoring

Stay compliant with ease.

Configurable Compliance Monitoring

Stay compliant with ease.

Configurable Compliance Monitoring

Stay compliant with ease.

Performance and Tax Calculation

Adhere to GIPS standards and handle tax calculations efficiently.

Performance and Tax Calculation

Adhere to GIPS standards and handle tax calculations efficiently.

Performance and Tax Calculation

Adhere to GIPS standards and handle tax calculations efficiently.

Performance and Tax Calculation

Adhere to GIPS standards and handle tax calculations efficiently.

OUR PARTNERS

Trusted by SA’s best financial instituions

Our platform supports over 2.5 million portfolios worth R1 trillion (USD 50 billion).

OUR PARTNERS

Trusted by SA’s best financial instituions

Our platform supports over 2.5 million portfolios worth R1 trillion (USD 50 billion).

OUR PARTNERS

Trusted by SA’s best financial instituions

Our platform supports over 2.5 million portfolios worth R1 trillion (USD 50 billion).

OUR PARTNERS

Trusted by SA’s best financial instituions

Our platform supports over 2.5 million portfolios worth R1 trillion (USD 50 billion).

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

Our technology

Our technology

Marble is built with cutting-edge Microsoft technology, including:

• NET 4.0 & Visual Studio
• SQL Server 2008R2 & 2012
• Windows Communication Foundation

Clients have the option of maintaining their own database environments, or leveraging off of our cloud infrastructure.

Trusted integrity

Trusted integrity

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.

Discover the future of investment management software

Ready to streamline your operations and enhance your investment management processes?

Discover the future of investment management software

Ready to streamline your operations and enhance your investment management processes?

Discover the future of investment management software

Ready to streamline your operations and enhance your investment management processes?

Discover the future of investment management software

Ready to streamline your operations and enhance your investment management processes?

Address

42 Wierda Road West,
Wierda Valley,
Sandton

Johannesburg

Contact

info@marbletech.co.za

Follow us

© Marbletech 2024 | All rights reserved

Terms of service

Address

42 Wierda Road West,
Wierda Valley,
Sandton

Johannesburg

Contact

info@marbletech.co.za

Follow us

© Marbletech 2024 | All rights reserved

Terms of service

Address

42 Wierda Road West,
Wierda Valley,
Sandton

Johannesburg

Contact

info@marbletech.co.za

Follow us

© Marbletech 2024 | All rights reserved

Terms of service