Take advantage of our diverse services designed to streamline your business operations

Custodial Services

  • Custody, clearing and settlement
  • Account statement production and tax reporting
  • New accounts and transfer management
  • Registered plan administration
  • Corporate actions and entitlements administration
  • Mutual fund processing

Investment Fund and Prime Brokerage Services

  • Full prime brokerage and custodian service offering in an SRO environment
  • Public funds and private pools
  • Margin financing
  • Reporting 
  • Multi-asset class clearing

We support

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100+ firms

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Over 200 funds/strategies

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$25+ Billion assets under administration

Trading services

  • Basket trading
  • Foreign exchange
  • Algorithmic trading
  • Order design consultation
  • All asset classes

Managed Portfolio Solutions 

Our agile solutions are built to simplify your operations and save you and your firm valuable time. 

  • Operational simplicity
    Delegate trade execution and account administration to our expert team 
  • Discounted model rates 
    Access a variety of third-party models at competitive rates 
  • Trade optimization and analysis 
    Our traders are here to help build new investment strategies, offer support on complex trades and account investigations. 

Understanding Fully Paid Lending

Safely lend your clients’ securities to earn additional income on their assets.

Learn more here


Timely market insights and in-depth sector coverage:

  • Daily market news
  • Company and sector analyses
  • Macro studies of domestic and international economics

Got any questions?

Sales team

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.