Solution introduction
Model B custody for modern wealth managers
Full-service custody and administration, delivered with precision and backed by deep operational expertise, on a platform built from scratch with no legacy to work around
The problem
Too many firms are held back by their custodian.
Legacy systems, manual processes, and slow response times create friction that affects your business and your clients.
WealthVector is built differently: modern infrastructure, experienced operators, and a platform designed for speed, accuracy, and reliability. The plumbing simply works, and stays out of your way.
Our solution
A complete custody operation.
Everything from safekeeping to settlement, corporate actions, tax wrappers, and client reporting: under one roof, on one modern platform.
- Custody & safekeeping
- Trading & settlement
- Administration & reporting
- Corporate actions
- Cash management
- Tax Wrappers
