We safeguard your assets with the highest standards of security, transparency, and compliance.
Multi-Account, Multi-Asset Flexibility
For broker-dealers and platforms with diverse portfolios or complex client structures.
WE OFFER
Support for both Fully Disclosed and Omnibus account structures
Coverage for U.S. equities, options, T-bills, ETFs, and more
Efficient sub-account segregation, permission control, and reconciliation
Customizable custody configurations tailored to your business model
Enterprise-Grade Security & Data Control
For compliance-driven trading participants with high demands for data security, access control, and system stability.
WE OFFER
Cloud-native architecture with full redundancy and disaster recovery
Encrypted transmission, end-to-end encrypted storage, and multi-factor authentication
Real-time monitoring of system health and threat activity
Location-aware access permissions for optimized global responsiveness
Full-Stack Compliance & Corporate Action Support
For broker-dealers and custodians serving institutional clients with comprehensive back-office needs.
WE OFFER
End-to-end processing of corporate actions, including dividends, splits, and proxy voting
Complete W-8 / W-9 documentation management
One-stop annual tax filing support
Assets are protected by SIPC, subject to applicable limits and coverage rules*
API-Driven Integration & System Interoperability
For technical teams and platform providers looking to quickly connect custody services to existing trading or clearing systems.
WE OFFER
Standardized API and web portal connectivity
Multi-language support and customizable report formats
Efficient integration with existing clearing and execution systems
Platform-based architecture designed for modular expansion
Supported Client Types
Supported Asset Classes
Supported Value-Added Features
Supported Account Structures