IS YOUR ALTERNATIVE INVESTMENT CUSTODIAN… STUCK IN THE PAST?
you could hold all your client’s assets (including Alternative Investments) on ONE custodial platform?
spending too much time performing back office reporting functions and manually inputting or reconciling data?
wonder what it would be like to consolidate your systems and realize efficiencies by eliminating multiple technology providers (not to mention saving money)?
Custody, Technology and Back-Office Solutions for Advisors
Manage all investments on one platform
Create an efficient practice
Custody provided by Equity Trust Company