Digital Asset Custody for Financial Institutions

Real-Time Fully Automated Digital Administration, Custody, Transaction Processing, and Reporting for Traditional and Alternative assets.

What is Digital Asset Custody?

A fully automated Administration, Custodial, and Reporting system with ultra-secure accounts and transactions along with configurable financial controls for Traditional and Alternative investments made with Checking, Savings, 401(k), or IRA accounts.

Family Offices

Self-directed accounts using an ultra-secure platform that enables Traditional and Alternative investment transactions using a 401(k), IRA or taxable account.

Family Offices

  • White-labeled
  • Manages investments and compliance
  • Secure bank-grade encryption
  • Scalable
  • Seamless digital experience

Wealth Advisors

Upgrade to real-time, ultra-secure cloud-based digital custody solutions with tools that are built to scale and support your business and service offerings.

Wealth Advisors

  • White-labled
  • Manages investments and compliance
  • Secure bank-grade encryption
  • Scalable
  • Seamless digital experience

Institutions

Implement the best-of-breed solution for digital custody. Operate with unlimited scale with real-time investment transactions.

Institutions

  • Fully integrated stand-alone
  • Manages investments and compliance
  • Secure bank-grade encryption
  • Scalable
  • Seamless digital experience

A MESSAGE FROM OUR LEADERSHIP

With over $17 trillion in investable retirement funds, giving your investors the option to invest using their 401(k)s and IRAs gives your company a competitive edge in raising capital.

Todd Yancey, Chief Revenue Officer

WHY US

Your advocate for smarter, scalable growth.

Investor Services provides an ultra-secure cloud-based trust accounting solutions along with the services and deployment technologies that  institutional companies need to better serve their clients. We enable organizations to fully automate and optimize operational processes which dramatically improves efficiencies and scale.

Learn more about iTrust

OUR CAPABILITIES

Digital asset custody and administration for investments.

Investor Services' iTrust solution fully automates the entire investment and compliance processing for Traditional and Alternative investments. We provide best-of-breed technology for financial institutions that are ultra-secure, scalable, and quick to deploy.

Features and capabilities

Get Started Today

Investor Services offers the only real-time fully automated cloud-based solution in the industry for 401(k) and IRA investing, giving your company a scalable solution for raising capital.