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Private Wealth Daily

Bank and trust custody

Custodians, clearing firms and brokerage infrastructure that hold client assets and settle trades.

5 vendors · Updated October 26, 2026

News on Bank and trust custody in your edition and on My Desk.

Showing 5 of 5Most complete profiles first, then A to Z

FIS WealthIn the news

Trust accounting and wealth systems for banks and investment firms

  • Banks and trust companies
  • Asset managers

Portfolio management6 integrationsCustom quote

Mainstar Trust

Self-directed IRA and alternative asset custody for advisors and investors

  • RIAs
  • Broker-dealers

Custody & clearing4 integrations

Tick two to four vendors, then compare them side by side.

Bank and trust custody: questions to ask before you buy

  1. What are the minimums, pricing and cash sweep economics for a firm of our size?
  2. How do you support a breakaway team's transition: repapering, account transfers and the first ninety days?
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Bank and trust custody in the news

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