Services
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
100+ firms
Over 200 funds/strategies
$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.
Research
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.
Email
Write to us with the details of your request or question. We'll respond as soon as possible.