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
Unify multiple accounts into a comprehensive strategy with Pontera, which enables advisors to oversee and manage 401(k), 403(b), and other held-away accounts, ensuring they effectively address their clients' requirements. By optimizing tax strategies, advisors can enhance client wealth over time. The Pontera platform allows for swift and efficient allocation of investments between taxable and tax-deferred accounts, enabling advisors to better serve their clients. Furthermore, Pontera enhances transparency by helping advisors present a clearer picture of portfolio activity to their clients. In conjunction with existing technologies, Pontera provides greater portfolio visibility, allowing advisors to offer a more cohesive service. By regularly rebalancing and monitoring retirement accounts, akin to custodial accounts, advisors can provide stability and reassurance, particularly during market fluctuations. This proactive approach not only boosts client satisfaction but also contributes to improved long-term financial outcomes. Ultimately, Pontera empowers advisors to maintain control and confidence for their clients in an unpredictable investment landscape.
API Access
Has API
API Access
Has API
Integrations
Addepar
Crypto Backoffice
GeoWealth
HedgeGuard Crypto
Morningstar
Orion
Pulse
SS&C Advent
Integrations
Addepar
Crypto Backoffice
GeoWealth
HedgeGuard Crypto
Morningstar
Orion
Pulse
SS&C Advent
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
Pontera
Founded
2012
Country
United States
Website
pontera.com