Goldman Sachs Custody Solutions delivers institutional access, insights, and digital-forward solutions to help you grow your business and better serve your clients. Our approach goes beyond traditional custody services.
Equity Advisor Solutions provides custom technology and back-office solutions to Registered Investment Advisors and Broker Dealers. Our open-architecture structure allows advisors to custody their client assets on one custodial platform with Equity Trust Company, including: alternative investments (REITs, real estate, private equity), mutual funds, stocks, ETFs and more. We help advisors make their practice more efficient while enhancing the client experience. We provide a customized client portal, mobile app, billing support, performance reporting capabilities, and other back-office solutions. Our sophisticated trading technology allows advisors to trade at the individual, global or model level. Equity Advisor Solutions is an affiliate of Equity Trust Company.
The Equity Custodial System is a combination of technology licensed from Orion Advisor Solutions, and proprietary technology developed for Equity Advisor Solutions. As a result, we have full integration with Orion and Orion’s integration partners. Account open, trading, billing, deposits, and disbursements are all processed in the Orion/Equity system. Included in our offering is SSO from Orion via a Connect application direct to Equity’s inquiry and action system, the Equity App.
BNY Mellon’s Pershing provides global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers. As a business-to-business provider, we help our clients power their businesses and maximize opportunities because they can rely on our industry expertise, our innovative solutions and our powerful technology. Our clients are leaders in their fields and they choose Pershing because we are a leader in ours.
Click HERE to view the webinar about the newest integration features between Orion and Pershing.
Apex Advisor Solutions empowers the future of wealth management with an ecosystem of advanced technology, including digital custody and clearing provided through Apex Clearing Corporation. Focused on helping advisors unlock new paths to scalable organic growth, these solutions include real-time account opening and funding, advanced rebalancing, and data insights — via the next-level advisory UI, Apex AstraTM — as well as enterprise-scale API-enabled collaborations.
For more information, visit the Apex Advisor Solutions webpage: https://apexfintechsolutions.com/solutions/advisory-platforms/
The Schwab Advisor Center is a central place to gather updates and get a jumpstart on finding the information you need to move your business forward.
Orion downloads daily files from Charles Schwab for account reconciliation through a data interface. Additionally, Orion integrates with the Schwab Advisor Center platform for real-time viewing of Charles Schwab account information and seamless fee file submission. Additionally, Orion integrates with the Schwab Digital Account Opening tool.
Fidelity® provides Advisors access to technology tools via WealthscapeSM, the gateway to Fidelity’s next-generation total advisor technology platform, designed to help registered investment advisors, broker-dealers, banks, and family offices digitize their businesses and deepen relationships with their clients.
Fidelity and the WealthscapeSM platform integrate with Orion through the client and account data feed that flows into Orion Connect each day. Additional features include single sign-on as both an App and within the context of a specific account, allowing quick access to various tools, including launching the WealthscapeSM pages for Balance, Confirms, Position, Service Center, Service Request, Statements, Integrated Cashiering Platform, and Transaction History.
Fidelity InstitutionalSM and National Financial Services LLC (together “Fidelity”) is an independent company, unaffiliated Orion Advisor Solutions, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between Orion Advisor Solutions, LLC. and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Orion Advisor Solutions, LLC. and does not guarantee, or assume any responsibility for, its content. Fidelity®, Fidelity InstitutionalSM and WealthscapeSM are service marks owned by FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 847901.3.0
Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access, Veo gives you the flexibility and control to run your business your way.
Orion downloads daily files from TD Ameritrade for account reconciliation through a data interface. Additionally, Orion integrates with the Veo platform for real-time viewing of TD Ameritrade account information.
https://tdainstitutional.com/veo
TD Ameritrade, Inc. and Orion are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Orion’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Orion. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.