Custodians
Transparent, consolidated, high quality data.
Over 100 custodian connections are built and maintained in-house with our own reliable API engine!
Check our fast-growing
custodian network!
Goldman Sachs
Switzerland
Luxemburg
Switzerland Luxemburg
Thurgauer Kantonalbank (TKB)
Switzerland
Switzerland
Hypothekarbank Lenzburg (HBL)
Switzerland
Switzerland
MCB (Mauritius Commercial Bank)
Mauritius
Mauritius
BCVs (Banque Cantonale du Valais)
Switzerland
Switzerland
Gonet
Switzerland
Switzerland
Bank of Singapore (semi-automatic)
Singapore
Singapore
Heritage
Switzerland
Switzerland
Barclays
Switzerland
Switzerland
CBH
Switzerland
Switzerland
Banque de Luxembourg
Luxembourg
Luxembourg
Kaiser Partner
Liechtenstein
Liechtenstein
Leumi
Israel
Israel
Capital International Group
South Africa
Isle of Man
United Kingdom South Africa
Donner & Reuschel
Germany
Germany
Morgan Stanley
United States
United States
Andbank
Andorra
Andorra
Frick
Liechtenstein
Liechtenstein
Zürcher Kantonalbank
Switzerland
Switzerland
Zuger Kantonalbank
Switzerland
Switzerland
VP Bank
Switzerland
Liechtenstein
Singapore
and other VP Bank entities
Switzerland Liechtenstein Singapore
Vontobel
Switzerland
Switzerland
UBS
Switzerland
Monaco
Switzerland Monaco
UBP
Switzerland
United Kingdom
Luxembourg, Monaco
Jersey, Bahamas
Switzerland United Kingdom Luxembourg Monaco Jersey Bahamas
Swissquote
Switzerland
Switzerland
SYZ
Switzerland
Switzerland
St. Galler Kantonalbank
Switzerland
Switzerland
Societe Generale
Switzerland
Switzerland
Schroders
Switzerland
Switzerland
Santander
Switzerland
United States (Miami)
Switzerland United States
Rothschild & Co
Switzerland
Switzerland
Reyl
Switzerland
Switzerland
Rahn+Bodmer
Switzerland
Switzerland
Piguet
Switzerland
Switzerland
Pictet
Switzerland
Luxembourg
Spain
Switzerland Luxembourg Spain
Pershing
United States
United States
Northern Trust
Guernsey
United Kingdom
Neue Bank
Liechtenstein
Liechtenstein
Mirabaud
Switzerland
Switzerland
Luzerner Kantonalbank
Switzerland
Switzerland
Lombard Odier
Switzerland
Bahamas
Singapore
Switzerland Bahamas Singapore
LLB
Liechtenstein
Liechtenstein
LGT
Switzerland
Singapore
and other LGT entities
Switzerland Singapore
Julius Baer
Switzerland
Bahamas
Guernsey
Monaco / Singapore
United Kingdom Switzerland Bahamas Monaco Singapore
J. Safra Sarasin
Switzerland
Monaco
Other entities
Switzerland Monaco
J.P. Morgan
Switzerland
United States
Switzerland United States
ISP Securities
Switzerland
Switzerland
Intesa Sanpaolo PB Morval
Switzerland
All other ISPBM Entities
Switzerland
Interactive Brokers
Switzerland
Miami
USA
and other IB entities
United States Switzerland
IHAG
Switzerland
Switzerland
HSBC
Switzerland
Luxembourg
United Kingdom
Channel Islands
Switzerland Luxembourg United Kingdom United States
EFG
Switzerland
United Kingdom
Monaco and other EFG Entities
All other entities
Switzerland United Kingdom Monaco
Edmond de Rothschild
Switzerland
Switzerland
Deltec
Switzerland
Switzerland
Credit Suisse
Switzerland
Hong Kong
Singapore
China Switzerland Singapore
Cramer
Switzerland
Switzerland
Corner Banca
Switzerland
Bahamas
Switzerland Bahamas
CIC
Switzerland
Switzerland
CFM Monaco
Monaco
Monaco
Brown Shipley
United Kingdom
United Kingdom
Bordier
Switzerland
Singapore
Switzerland Singapore
Bonhote
Switzerland
Switzerland
BNP
Switzerland
Monaco
Switzerland Monaco
BIL
Switzerland
Switzerland
Bendura
Liechtenstein
Liechtenstein
Basler Kantonalbank
Switzerland
Switzerland
BCV (Banque Cantonale Vaudoise)
Switzerland
Switzerland
Banca del Sempione
Switzerland
Switzerland
Axys
Mauritius
Mauritius
Axion Bank/Banco Stato
Switzerland
Switzerland
Aquila Bank
Switzerland
Switzerland
No banks found...
We connect 5 new custodians every quarter.
Electronic Documents
Bank/API
Account
statements
statements
Advice
Portfolio
statements
statements
Tax
reporting
reporting
Transaction
matching
matching
Transaction
receipts
receipts
Credit Suisse
Julius Baer
Lombard Odier
UBS
Vontobel
Pictet
Direct Trading
Bank/API
Locations
Julius Baer
Switzerland, Bahamas, Singapore
Pictet
Switzerland, Luxemberg, Spain
UBS
Switzerland, Monaco, Singapore
Vontobel
Switzerland
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