The project involved transitioning over 1,300 assets, transactions, tax parcel data and unit pricing across Fiducian’s Investor Directed Portfolio Service
The firm has also launched Shariah-compliant custody services in Singapore, facilitating easier global access for clients and complementing the existing CustodyOne offering in the region
Headquartered outside of Seattle, Washington, Costco is the world's third-largest retailer. Its current defined contribution retirement plan holds US$29 billion in assets
Custody and securities clearing services firm Axos Advisor Services and alternative investment platform provider Crystal Capital Partners have integrated their platforms as part of a strategic partnership
