Entrustody

Entrustody is a modern, digital-first custodial platform designed to empower both financial advisors and their clients. The company aims to redefine the advisor ecosystem by leveraging cutting-edge technology to enhance user experience and streamline operations. By providing a digital-first approach, Entrustody focuses on improving the efficiency and transparency of financial services, ultimately fostering a more collaborative environment between advisors and investors.

The platform offers a robust suite of solutions tailored for wealth management professionals, emphasizing efficiency and growth. Entrustody integrates advanced technologies, including Natural Language Processing (NLP) and Artificial Intelligence (AI), through its digital assistant, VEA. This assistant aids in daily tasks, such as client searches, portfolio anomaly detection, and prioritizing daily activities, allowing advisors to focus more on client interaction.

Key features of Entrustody include a user-friendly interface, built-in security protocols, and seamless integration with trusted financial institutions like RBC and UMB for record-keeping and cash management. Entrustody's commitment to security is underscored by its membership with FINRA/SIPC and the implementation of state-of-the-art encryption and server security measures. The platform's focus on user experience ensures that digital interactions are fast, reliable, and frictionless.

Entrustody partners with established financial institutions to provide a secure and reliable back-end support system. This partnership ensures that advisors can offer their clients a comprehensive view of their financial landscape, enabling informed decision-making. The platform's integration capabilities extend to a wide range of technologies, facilitating bi-directional communication and enhancing operational efficiency.

Technically, Entrustody's infrastructure supports immediate online account openings and actions, eliminating traditional paperwork requirements. The platform's design prioritizes speed and collaboration, allowing advisors and investors to work together seamlessly. By employing AI and NLP at its core, Entrustody's technology enhances task performance efficiency, granting users more productive time.