True Open Architecture

You have the freedom to choose from a wide selection of leading custodians and investment options.

Key Features:

Custodial Integrations

Work with your custodian of choice with seamless integration for trading and account management with TD Ameritrade, E*Trade, Interactive Brokers, Schwab, and Pershing.

Investment Choice

Build portfolios that meet your clients’ unique financial needs with access to publicly listed stocks, ETFs, and mutual funds, as well as a suite of pre-built investment solutions.

 You have the freedom of choice, with access to leading custodians and publicly listed securities