Mariner Selects State Street’s Charles River Platform to Support Advisor Growth

Reuters

Yesterday

Mariner Selects State Street’s Charles River Platform to Support Advisor Growth

State Street Corporation announced that Mariner, a privately held national financial services firm, will implement Charles River’s Wealth Management Solution to streamline operations and support Mariner’s long-term growth strategy. The adoption aims to help Mariner efficiently manage its current base of over 2,080 advisors and support its goal of expanding to 5,000 advisors. Mariner intends to utilize the platform to enhance portfolio management, advisor workflows, trading, custodial data integration, and enterprise data management. The solution is designed to provide a scalable, centralized technology foundation to improve operational efficiency and enable advisors to focus more on client relationships.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. State Street Corporation published the original content used to generate this news brief via Business Wire (Ref. ID: 20260212573320) on February 12, 2026, and is solely responsible for the information contained therein.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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