Custodians
Transparent, consolidated, high quality data.
Over 160 custodian connections are built and maintained in-house with our own reliable API engine!
Check our fast-growing custodian network!
We connect new custodians every month.
Zarattini
Switzerland
Zuger Kantonalbank (ZugerKB)
Switzerland
Zürcher Kantonalbank (ZKB)
Switzerland
Electronic Documents
Bank/ API
Account
statements
statements
Advice
Portfolio
statements
statements
Tax
reporting
reporting
Transaction
receipts
receipts
Bonhote
Credit Suisse
Edmond de Rothschild
EFG
Gonet
J. Safra Sarasin
Julius Baer
LGT
Lombard Odier
Mirabaud
Pictet
Santander
Swissquote
UBP
UBS
Vontobel
Direct trading
Julius Baer
Switzerland, Bahamas, Singapore
Pictet
Switzerland, Luxembourg, Spain
UBS
Switzerland, Monaco, Singapore
Vontobel
Switzerland
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