Explore Our Custody Solutions
Explore Custody Solutions
Custody That Protects. Infrastructure That Builds.
Custody That Protects. Infrastructure That Builds.
We offer secure and compliant custody services to help you scale confidently.
Explore Our Custody Solutions
Custody That Protects. Infrastructure That Builds.
We offer secure and compliant custody services to help you scale confidently.
Our Custody Mission
Our Custody Mission
Our Custody Mission
Our Custody Mission
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
Support for both Fully Disclosed and Omnibus account structures
Support for both Fully Disclosed and Omnibus account structures
Support for both Fully Disclosed and Omnibus account structures
Coverage for U.S. equities, options, T-bills, ETFs, and more
Coverage for U.S. equities, options, T-bills, ETFs, and more
Coverage for U.S. equities, options, T-bills, ETFs, and more
Coverage for U.S. equities, options, T-bills, ETFs, and more
Efficient sub-account segregation, permission control, and reconciliation
Efficient sub-account segregation, permission control, and reconciliation
Efficient sub-account segregation, permission control, and reconciliation
Efficient sub-account segregation, permission control, and reconciliation
Customizable custody configurations tailored to your business model
Customizable custody configurations tailored to your business model
Customizable custody configurations tailored to your business model
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
Cloud-native architecture with full redundancy and disaster recovery
Cloud-native architecture with full redundancy and disaster recovery
Cloud-native architecture with full redundancy and disaster recovery
Encrypted transmission, end-to-end encrypted storage, and multi-factor authentication
Encrypted transmission, end-to-end encrypted storage, and multi-factor authentication
Encrypted transmission, end-to-end encrypted storage, and multi-factor authentication
Encrypted transmission, end-to-end encrypted storage, and multi-factor authentication
Real-time monitoring of system health and threat activity
Real-time monitoring of system health and threat activity
Real-time monitoring of system health and threat activity
Real-time monitoring of system health and threat activity
Location-aware access permissions for optimized global responsiveness
Location-aware access permissions for optimized global responsiveness
Location-aware access permissions for optimized global responsiveness
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
End-to-end processing of corporate actions, including dividends, splits, and proxy voting
End-to-end processing of corporate actions, including dividends, splits, and proxy voting
End-to-end processing of corporate actions, including dividends, splits, and proxy voting
Complete W-8 / W-9 documentation management
Complete W-8 / W-9 documentation management
Complete W-8 / W-9 documentation management
Complete W-8 / W-9 documentation management
One-stop annual tax filing support
One-stop annual tax filing support
One-stop annual tax filing support
One-stop annual tax filing support
Assets are protected by SIPC, subject to applicable limits and coverage rules*
Assets are protected by SIPC, subject to applicable limits and coverage rules*
Assets are protected by SIPC, subject to applicable limits and coverage rules*
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
Standardized API and web portal connectivity
Standardized API and web portal connectivity
Standardized API and web portal connectivity
Multi-language support and customizable report formats
Multi-language support and customizable report formats
Multi-language support and customizable report formats
Multi-language support and customizable report formats
Efficient integration with existing clearing and execution systems
Efficient integration with existing clearing and execution systems
Efficient integration with existing clearing and execution systems
Efficient integration with existing clearing and execution systems
Platform-based architecture designed for modular expansion
Platform-based architecture designed for modular expansion
Platform-based architecture designed for modular expansion
Platform-based architecture designed for modular expansion
Broad Services for Diverse Needs
Broad Services for Diverse Needs
Broad Services for Diverse Needs
Supported Client Types
Supported Asset Classes
Supported Value-Added Features
Supported Account Structures
Supported Client Types
Supported Asset Classes
Supported Value-Added Features
Supported Account Structures
Supported Client Types
Supported Asset Classes
Supported Value-Added Features
Supported Account Structures
Supported Client Types
Supported Asset Classes
Supported Value-Added Features
Supported Account Structures