Products and services
Discover our custody, trading and brokerage solutions for independent wealth management firms
Custody and Trading
Take advantage of our differentiated suite of custody, trade execution and brokerage solutions.
More than a custodian
There’s more to running your business than custody and clearing. Get more for your clients with our specialized services.
- Investment fund services
- Prime brokerage services
- Managed portfolio solutions
- Fully Paid Lending
- Financial Research
Education
Enjoy a diverse curriculum of webinars, personalized training with the NBIN Academy to get the most out of our platforms and systems.
Our technology
The tools you need to power your business.
Compass
Service your clients, open accounts, execute trades and generate reports directly from our proprietary, centralized platform.
MyPortfolio+
Secure online access for your clients to view their accounts and documents.
Banking solutions for network members
Exclusive programs and products for you and your clients, available through National Bank.
Got any questions?
Take advantage of our sales team's expertise and receive personalized advice.
Write to us with the details of your request or question. We'll respond as soon as possible.