"We support multi-custodian aggregation — clients can have accounts at Schwab, Fidelity, Pershing, and others, all visible in one dashboard. No consolidation required, just unified reporting."
"Which custodians are you working with, and what percentage of your AUM is at each one? I want to understand the actual complexity of the setup."
"Multi-custodian complexity is a real problem — and it's getting more common as clients consolidate employers and accumulate accounts. The right platform handles it natively, not as an afterthought."
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