Best Tech Stack for Custody Platforms

Entrustody

Top Choice

Entrustody is a digital platform designed to streamline and simplify the process of managing and safeguarding digital assets for financial advisors and their clients.

Apex Fintech Solutions

Apex Fintech Solutions provides a suite of financial services and technology solutions for the financial industry, including clearing, custody, and execution services.

Fidelity Institutional

Fidelity Institutional provides investment products, brokerage services, and technology solutions for financial advisors and institutions.

Yext (formerly Hearsay)

Yext provides an AI-powered platform for brands to manage and deliver accurate information across search engines, apps, and devices, serving diverse industries.

Wealthscape

Wealthscape is a comprehensive financial management platform designed primarily for financial advisors and wealth management professionals. Developed by Fidelity Clearing & Custody Solutions, it serves as a robust tool for managing client portfolios, executing trades, and accessing a wide range of financial data and analytics. The platform aims to streamline the workflow of financial advisors by providing them with a centralized hub for all their client management needs, including account management, performance reporting, and compliance monitoring. Wealthscape is targeted at financial institutions, independent advisors, and broker-dealers who require a sophisticated yet user-friendly tool to enhance their service offerings and improve client satisfaction. What sets Wealthscape apart is its integration with Fidelity's extensive financial ecosystem, offering users access to a vast array of investment products and services. The platform's unique selling points include its advanced trading capabilities, real-time data analytics, and customizable reporting features. Wealthscape also emphasizes security and compliance, ensuring that users can manage sensitive financial information with confidence. Its overall value proposition lies in its ability to enhance operational efficiency, reduce administrative burdens, and provide actionable insights that help financial advisors make informed decisions for their clients. By leveraging Fidelity's resources and expertise, Wealthscape delivers a powerful solution that supports the growth and success of financial advisory businesses.

Interactive Brokers

Interactive Brokers is a brokerage firm that provides trading services for a wide range of financial instruments including stocks, options, futures, forex, and bonds.

BNY Mellon | Pershing

BNY Mellon | Pershing provides financial business solutions to advisors, broker-dealers, family offices, hedge funds, and registered investment advisor firms.

Pershing-Netx360

Pershing-Netx360 is a comprehensive financial services platform designed to support the needs of financial advisors, broker-dealers, and investment professionals. The tool provides a robust suite of features that facilitate the management of client portfolios, streamline operations, and enhance client engagement. Its primary purpose is to offer a seamless and integrated experience for financial professionals, enabling them to efficiently manage investments, execute trades, and provide personalized advice to their clients. The platform is particularly targeted at financial institutions and advisors who require a reliable and scalable solution to manage their day-to-day operations and client interactions. What sets Pershing-Netx360 apart is its extensive range of tools and resources that cater to the diverse needs of financial professionals. The platform offers advanced analytics, customizable dashboards, and a user-friendly interface that enhances productivity and decision-making. Its unique selling points include its integration capabilities with other financial systems, robust security features, and comprehensive support services. The overall value proposition of Pershing-Netx360 lies in its ability to provide a holistic solution that not only improves operational efficiency but also enhances the client experience through innovative technology and personalized service offerings.