Press Releases

Media Contact

Christiane Agee
Marketing Director
[email protected]

The Value of APIs

Over the years, firms have constantly rotated between proprietary technology and using shared concepts and resources. While there are many benefits to home grown or custom designed systems, initial development costs and the ongoing maintenance of those can limit...

8 Questions Large RIAs Should Ask Custodians

As high-priority clients, large RIA firms typically get a great deal of personal attention from custodians. That’s the good news. However, as many RIAs know, even with this personal attention, there are at times deficiencies in the overall custodial experience that...

Update on Service and Support – Our Commitment Remains

First, I hope this message finds you, your team and your family safe and well. There is a lot of uncertainty and we want to offer you reassurance in our ability to support you as your partner in clearing and custody. As the spread of COVID-19 disrupts global...

5 Essentials for Choosing a Custodian

Every RIA hopes to find a custodian that is a good match for their business and clients. But how can you tell if a custodian is a good fit before you’ve committed to the partnership? Obviously, a custodian needs to offer products that align with your clients’...

Give Your Clients the Holistic Financial Experience They Want

As a Registered Investment Advisor (RIA), you don’t just manage money. You also manage relationships. Fostering positive relationships requires an understanding of clients’ needs and goals. For many clients, those needs are evolving — and RIAs need to adapt...

6 Unconventional Traits RIAs Should Look For in a Custodian

When it comes to deciding which custodian is right for your RIA, some of the criteria are obvious. Surely you will want to find a custodian that provides the services, products and reporting your clients desire. You’ll need a custodian with innovative technology...


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