Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
The definitive source of truth for data generated or utilized by financial entities. NeoXam DataHub offers a range of functional modules tailored to meet the unique needs of various financial institutions, including investment and retail banks, asset managers, brokers, custodians, and fund administrators. It effectively consolidates and centralizes a securities master file sourced from multiple inputs, enhances the management of business entities like counterparties and issuers, and establishes a singular customer master file. Furthermore, it integrates all trades and positions into one comprehensive repository, significantly improving risk management and compliance oversight. This versatile platform also addresses numerous other challenges faced by financial institutions, ensuring they remain competitive and compliant in a rapidly evolving market.
API Access
Has API
API Access
Has API
Integrations
Crypto Backoffice
HedgeGuard Crypto
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
NeoXam
Founded
2013
Country
France
Website
www.neoxam.com/solutions/data-management/
Product Features
Product Features
Data Management
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge