Custody software for modern funds
Integrated custody for fund managers and custodians. Streamline workflows, reduce risk, and eliminate legacy inefficiencies.
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Integrated custody for fund managers and custodians. Streamline workflows, reduce risk, and eliminate legacy inefficiencies.
Transform your custody workflow with secure, integrated software. Simplify investor and asset oversight, eliminate outdated processes, and gain operational control.
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Streamline custody tasks for operational precision.
Monitor portfolios and transactions in real time.
Safeguard assets with advanced compliance.
Set permissions to fit your team structure.
Integrate with investment and management platforms.
Ensure transparency for audits and reviews.
Starter
Essential custody tools for small teams.
$0
/mo
Per seat
Professional
Advanced features for growing firms.
$19
/mo
Per seat
Enterprise
Custom solutions for complex operations.
$50
/mo
Per seat
Secure asset custody
Platform integration
Compliance automation
Transaction monitoring
User access controls
Priority support
Audit-ready reports
Scalable systems
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“Transitioning to this platform eliminated manual bottlenecks and improved compliance. Onboarding is now seamless, and integration with our investment tools is effortless. The move from legacy systems was smooth and well-supported. Essential for fund managers prioritizing efficiency and control.”
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Get clear answers to your custody software questions. Explore integration, security, support, and migration details.
Get startedWe use advanced encryption and multi-factor authentication to safeguard all client and investor information.
Our solution integrates with leading investment and investor management systems for a seamless workflow.
Receive dedicated onboarding, technical support, and regular updates for uninterrupted operations.
We handle migration from legacy systems, ensuring a smooth, low-risk transition with minimal downtime.
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Integrated custody for efficient, secure fund management. Streamline workflows and reduce risk for investment teams.
Seamlessly link custody with investment systems for a cohesive, efficient process.
Upgrade to advanced custody tech. Eliminate inefficiencies and manual processes.
![[digital project] image of website on a tablet in office setting](https://cdn.prod.website-files.com/687fa2840f87b4d24bbaebec/687fa2c4ca9246aaa92fc5c1_7074fea6-5d82-40f1-9aa1-b692cacc6d8d.avif)
Manage assets securely and compliantly within your infrastructure.
Deliver superior client service with advanced custody features.
Get direct support from our team.
