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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!

We connect 5 new custodians every quarter.

Andbank
Andorra
Aquila Bank
Switzerland
Axion Bank/Banco Stato
Switzerland
Axys
Mauritius
BCV (Banque Cantonale Vaudoise)
Switzerland
BCVs (Banque Cantonale du Valais)
Switzerland
BIL
Switzerland
BMO
BNP
Switzerland
Monaco
Banca del Sempione
Switzerland
Bank of Singapore (semi-automatic)
Singapore
Banque de Luxembourg
Luxembourg
Barclays
Switzerland
Basler Kantonalbank
Switzerland
Bendura
Liechtenstein
Bondpartners
Switzerland
Bonhote
Switzerland
Bordier
Switzerland
Singapore
Brown Shipley
United Kingdom
CBH
Switzerland
CFM Monaco
Monaco
CIC
Switzerland
Capital International Group
South Africa
Isle of Man
Capital Union Bank
Bahamas
Citi
Switzerland
United States
Singapore
All other Citi Entities
Corner Banca
Switzerland
Bahamas
Cramer
Switzerland
Credit Suisse
Switzerland
Hong Kong
Singapore
Deltec
Bahamas
Donner & Reuschel
Germany
EFG
Switzerland
United Kingdom
Monaco
All other EFG Entities
Edmond de Rothschild
Switzerland
Frick
Liechtenstein
Goldman Sachs
Switzerland
Luxemburg
United States
Singapore
Gonet
Switzerland
HSBC
Switzerland
Luxembourg
United Kingdom
Channel Islands
Havilland
Switzerland
Helvetische
Switzerland
Heritage
Switzerland
Hypothekarbank Lenzburg (HBL)
Switzerland
IHAG
Switzerland
ISP Securities
Switzerland
Interactive Brokers
Switzerland
Miami
USA
and other IB entities
Intesa Sanpaolo PB Morval
Switzerland
All other ISPBM Entities
J. Safra Sarasin
Switzerland
Monaco
Other entities
J.P. Morgan
Switzerland
United States
Julius Baer
Switzerland
Bahamas
Guernsey
Monaco / Singapore
Kaiser Partner
Liechtenstein
LGT
Switzerland
Singapore
and other LGT entities
LLB
Liechtenstein
Leumi
Israel
Lombard Odier
Switzerland
Bahamas
Singapore
Luzerner Kantonalbank
Switzerland
MCB (Mauritius Commercial Bank)
Mauritius
Mirabaud
Switzerland
Morgan Stanley
United States
Neue Bank
Liechtenstein
Northern Trust
Guernsey
ODDO BHF
Lausanne
PKB
Switzerland
Pershing
United States
Pictet
Switzerland
Luxembourg
Spain
Singapore
Piguet
Switzerland
Rahn+Bodmer
Switzerland
Reichmuth
Switzerland
Reyl
Switzerland
Rothschild & Co
Switzerland
SYZ
Switzerland
Santander
Switzerland
United States (Miami)
Schroders
Switzerland
Societe Generale
Switzerland
Luxembourg
St. Galler Kantonalbank
Switzerland
Swissquote
Switzerland
Thurgauer Kantonalbank (TKB)
Switzerland
UBP
Switzerland
United Kingdom
Luxembourg, Monaco
Jersey, Bahamas
UBS
Switzerland
Monaco
Germany, Italy
Singapore, Hong Kong
V Bank
Germany
VP Bank
Switzerland
Liechtenstein
Singapore
and other VP Bank entities
Vontobel
Switzerland
Zerattini
Switzerland
Zuger Kantonalbank
Switzerland
Zürcher Kantonalbank
Switzerland

Electronic Documents

Bank/ API
Account
statements
Advice
Portfolio
statements
Tax
reporting
Transaction
matching
Transaction
receipts
Credit Suisse
Julius Baer
Lombard Odier
Pictet
UBS
Vontobel

Direct trading

Julius Baer
Switzerland, Bahamas, Singapore
Pictet
Switzerland, Luxembourg, Spain
UBS
Switzerland, Monaco, Singapore
Vontobel
Switzerland