You have direct access to a team of dedicated and experienced professionals.

With access to our integrated customizable technology solution, we will meet all your needs with competitive pricing for Traditional and Robo-Advisors, both start-up and established. Our automated API & Secure File Transfer Protocol facilitates seamless onboarding and accurate customizable custodial reporting.

Key Advantages

We provide fast, efficient, and reliable services based on your needs.

Competitive Pricing

Along with our competitive pricing and our ability to customize the client experience, we offer the best value for your clients.

Full Service Account Managers

Feel at ease with our experienced professional account managers who are there with you every step of the way.

API & SFTP for Account Opening

Client friendly online account opening process that can be completed in 5 minutes, with account numbers provided immediately. Bulk Account opening via CSV file, processed twice daily.

ADVANTAGES

  • Full Range of Account Types and Investment Products
  • Trade Execution, Settlement & Custodial Services
  • Bulk Trading and Allocation Services
  • Custodian Reporting
  • Information Portal
  • NDEX Systems Portfolio Management
  • Electronic Statements, Trade Confirmations and Tax Reporting
  • Compliance Reporting