Use Cases

Built for RIAs, Backed by Expertise

Partner with a custodian purpose-built for Registered Investment Advisors — designed to streamline alternative investing and elevate your client experience.
Personalize at Scale

Deliver tailored investment strategies across your book of business, while gaining real-time visibility into performance and allocations.
Unlock Diverse Investment Access

Easily allocate client capital to private funds, real assets, and other alternatives — all from a single platform.
Tap Into the IRA Opportunity

Seamlessly expand your practice into the multi-trillion-dollar IRA market with tools and support built for advisor-led investing.
Simplify Account Management

Consolidate client oversight and reporting in one intuitive dashboard — making alternative asset custody effortless and efficient.

Access a Trillion-Dollar Capital Source

Tap into the growing demand for alternative investments and the $10+ trillion held in U.S. IRAs — a powerful, long-term capital base for private market offerings.
Manage All Investor Accounts in One Place

Simplify fund administration by handling both retirement and taxable accounts through a single, integrated platform built for efficiency.
Streamline Investor Onboarding and Distribution

Invite investors directly, track their progress in real time, and disburse capital via ACH, wire, or check — all with a few clicks.
Operate with Confidence and Clarity

Reduce operational friction and compliance risk while focusing on growth — we handle the complexity so you can scale with ease.

Understand the Power of SDIRAs

Learn how Self-Directed IRAs (SDIRAs) enable tax-advantaged investing in real estate, private equity, and other alternatives — beyond traditional stocks and bonds.
Navigate Complex Tax Rules

Get clarity on key tax implications, including UBIT, UDFI, and reporting requirements like Forms 5498, 1099-R, and 990-T.
Avoid Prohibited Transactions

Stay compliant by understanding IRS rules around disqualified persons and self-dealing — and help clients sidestep costly penalties.
Be a Strategic Advisor

Help clients structure investments wisely, minimize taxes, and partner with the right custodian for seamless recordkeeping and reporting.