Build Your Business With Highly Scalable Solutions
Gain unparalleled support for all your separately managed accounts with our open-architecture Managed Account Direct platform.
Managed Account Direct is an open custodian platform that offers you a new way to work with independent money managers. pecifically tailored to your needs, it combines the flexibility of an open architecture environment with the operational efficiency of a wrap account program. his open custody platform gives you greater flexibility when choosing money managers. With our efficient technology, streamlined and standardized processes, and dedicated operations staff, we can help dramatically reduce your workload and costs.