"Multi-custodian aggregation is a core feature — we support Schwab, Fidelity, Pershing, TD Ameritrade, and others. Your advisor sees a unified view of the client's entire financial picture regardless of where the assets are held."
"How many custodians are you typically dealing with, and what's the hardest part of managing across them? That will tell me exactly what the platform needs to do."
"Multi-custodian complexity is where most platforms fall short — and where we built specifically. Tell me which custodians you work with and I'll show you exactly how the integration works."
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