Decode
custodians.

The essential primer for understanding all things custodian. Gain critical insights for making the right choices for your RIA today, and tomorrow.

Our 15-page guide offers comprehensive and granular insights, built to help you choose a custodian that aligns with your long-term business objectives.
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What custodians do

Unpack what self-clearing custodians do, what they’re responsible for, and how
they function within the
larger ecosystem.

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Choosing your custodian

Explore how the choice of a custodian influences your firm’s operations, technology, client satisfaction, and bottom line.

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How custodians sustain themselves

Learn how custodians generate revenue, where they apply
fees, and how they maintain profitable business models.

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Your custodian’s impact
on client relationships

Delve into the factors that impact portfolio performance, portfolio management, and your firm’s connections with clients.

About the expert.

Modern
times call
for a modern custodian.

Use our platform to streamline RIA operations, diminish overhead costs, exceed client expectations, and deepen relationships.