We have invested in leading software systems to provide value-added technology for investment advisors and investment sponsors who are seeking an institutional custody solution. Our technology will allow you to transition client information seamlessly between our system and yours. A data feed built by ByAllAccounts allows information to be pulled from our systems and integrated into your portfolio management system. The ability to aggregate client information is a vital consideration when choosing a custodian to administer your held-away accounts.
Institutions & Professionals