PARTNERS

The specialization of a boutique investment firm, with the scale and security of a large financial institution.

INDIVIDUAL & SELF-EMPLOYED

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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

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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

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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

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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

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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

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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