The specialization of a boutique investment firm, with the scale and security of a large financial institution.
INDIVIDUAL & SELF-EMPLOYED
Altruist is our digital brokerage platform that makes it easier to offer and administer individual retirement and brokerage accounts.
•Digital client onboarding: open accounts online in minutes
•Lower fees: no trading commissions on equities and ETFs or account maintenance fees
•Beautiful user experience with a mobile app
Apex is our clearing and custody platform that is secure, dynamic and accessible. They enable frictionless investment access.
•Transaction Safety, Scale & Speed: 1.71M daily trades processed and 19.8M accounted opened*
•Equal access: dollar-based fractional share trading
•Safeguarded Assets: over $100 billion in Assets in Custody
COMPANY 401(K) PLAN
Vestwell is our cloud-based 401(k) recordkeeping platform providing the underlying infrastructure to power workplace savings programs.
•For companies: flexible plan design, streamlined administration, and lower fiduciary burden
•For employees: frictionless digital enrollment, lower fees, expert investment advisory and financial planning
Matrix Trust Company provides automated trust, custody and agent services for our 401(k) Plans in a cost-effective way.
•Transaction Safety, Scale & Speed: automated and cost-effective transaction processing
•Safeguarded Assets: strong parent company - Broadridge, a global Fintech leader with $5 billion in revenues
IIM Alternatives is enabled through Crystal Capital Partners.
25 years of industry experience identifying many of the industry’s institutional alternative investment managers
aims to continuously source managers with proven track records, dedicated risk management processes, deep teams, and safeguards
BNY Mellon is the IIM Alternatives global custody platform and a trusted partner to safeguard and service assets.
Safety and Scale: $15.9 billion in revenue (2021)
Safeguarded Assets: over $46.7 trillion in Assets in Custody