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features
design
support

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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

Establish direct connections with your custodian banks, asset managers, private equity firms, benchmarks, ESG resources, or credit rating agencies. Obtain detailed security reports, enhance your issuer data, and manage both liquid and illiquid assets in a single platform. Every data source is considered, allowing you to seamlessly integrate the information from all your partners, regardless of their format or technological capabilities. Enrich your portfolio with data from a vast array of funds, ETFs, indices, securities, derivatives, and market indicators. Connect your account with your internal or external research collaborators to make well-informed, evidence-based investment choices. Enjoy a completely customized service provided by a team of experienced professionals from the finance sector, dedicated to transforming your goals into practical dashboards and solutions. Experience comprehensive asset consolidation and data aggregation, along with efficient data collection, preparation, and integration processes. This ensures that all aspects of your financial assets are effectively managed and easily accessible.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Crypto Backoffice
HedgeGuard Crypto

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

Quantilia

Founded

2016

Country

France

Website

www.quantilia.com

Product Features

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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