Your Custodian of Today


You’re The Pro, Trade Like One

Leverage cutting-edge trading solutions that allow you to trade at the individual, global, or model level. Whatever your preference, we’ve got you covered.

More Time In Your Day, More Money In Your Pocket

Technology integration and consolidating systems are critical to streamlining your business. Eliminate busy work and discover what you can do with all that extra time and savings.


  • Portfolio management system
  • Industry leading system integrations
  • Financial planning
  • CRM
  • Analytics
  • Cloud based solutions
  • On-Demand money movement

Give Your Clients What They Expect With Our Private-Labeled Client Portal

  • Advisor logo & colors
  • Interactive portfolio
  • Employee profiles
  • Professional mobile app
  • Video statements
  • Consolidated client assets
  • Dynamic presentation
  • Financial planning tool
  • Document storage

Data Done Right

  • Choose from over 100 standard reports
  • Drag and drop to create custom reports
  • GIPS composite performance reporting capabilities
  • Benchmarking
  • Asset classification
  • Match colors, fonts, and images to align with your brand
  • Data aggregation
  • Reflect data from select integrated solutions (CRM, financial planning, analytics, compliance, and research)
Want to learn more?