
SS&C Advent
Ten Key Considerations for Choosing a Custodian
Pages
10
Time to read
8 mins
Publication
Language
English

Pages
10
Time to read
8 mins
Publication
Language
English
This guide explores how to enhance CRM solutions for advisory firms and the critical role custodians play in wealth management. Learn about key factors for selecting a CRM and custodian, including operational efficiency, integration, and risk management. Discover the differences between fully disclosed and omnibus custodial models, and understand the ten essential considerations for choosing the right custodian to ensure compliance and client satisfaction.