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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
In today's landscape, RIA firms are challenged to adapt swiftly to the dynamic demands of their clients while maintaining high operational efficiency. Financial advisors face increasing demands to enhance their client portfolios to keep pace with escalating expenses. To remain competitive, firms can leverage NetWorth’s innovative digital solutions, which streamline workflows, improve client engagement, and integrate operational and investment management seamlessly. The NetWorth Advising Platform is pivotal for RIAs, enabling them to capitalize on the burgeoning field of Alternative Investments through advanced asset management and reporting features. Clients are increasingly seeking investment options that address their retirement income shortfalls and offer sustainable long-term returns, which has elevated the significance of Alternative Investments in the financial sector. As a result, RIAs that effectively utilize these tools can position themselves more favorably in an ever-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
NetWorth Services
Founded
1997
Country
United States
Website
networthservices.com
Product Features
Product Features
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