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Average Ratings 4 Ratings

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features
design
support

Description

Kingdom Trust stands out as a prominent independent custodian that offers innovative custody and escrow services tailored for both individual and institutional investors. Its clientele comprises Self-Directed IRA and Solo 401(k) participants, single-member LLCs, family offices, investment advisors, advisory firms, broker-dealers, private equity funds, sponsors, and various investment platforms, whether domestic or international. The company's institutional pooled investment vehicle (PIV) custody service presents a bespoke solution catered to private equity, private debt, digital assets, venture capital, and fund of funds. Additionally, Kingdom Trust specializes in custodial services for qualified taxable accounts and separately-managed accounts (SMAs), as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans, thereby assisting clients in fulfilling SEC regulatory obligations. Through this comprehensive custody framework, the firm also opens the door to investments in alternative assets such as digital currencies, real estate, precious metals, and private equity. By offering these diverse investment opportunities, Kingdom Trust enriches its clients' portfolios while ensuring compliance with industry standards.

Description

KoreInside is a digital infrastructure platform built to support compliance, transaction processing, and operational workflows within the private capital markets industry. The platform serves regulated intermediaries such as broker-dealers, transfer agents, and trusted advisors who require secure and compliant transaction management. KoreInside provides tools that facilitate the entire transaction lifecycle, including investor onboarding, securities compliance, settlement, disbursement, and reporting. By connecting multiple participants within the private market ecosystem, the platform helps improve coordination and transparency across complex transactions. Its infrastructure supports organizations ranging from banks and custodians to legal firms, accounting providers, and secondary market platforms. The platform is designed to address long-standing challenges associated with fragmented systems, high operational costs, and regulatory complexity. Firms can customize solutions to fit their business models while maintaining compliance with applicable securities regulations. KoreInside also enables organizations to strengthen investor confidence by improving visibility and operational consistency throughout the investment process. The platform helps participants operate more efficiently while supporting secure and compliant capital market activities.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Canals
Crypto Backoffice
HedgeGuard Crypto

Integrations

Canals
Crypto Backoffice
HedgeGuard Crypto

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$150 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Kingdom Trust

Founded

2010

Country

United States

Website

www.kingdomtrust.com

Vendor Details

Company Name

Kore Inc

Founded

2016

Country

United States

Website

kore.inc/

Product Features

Product Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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