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For partners
Custody infrastructure for the firms that serve investors
White-label portals, automated capital calls and settlement, and clean, audit-ready reporting — on one modern platform.
What you get
- One platform for traditional and alternative custody
- White-label portals for your clients
- Automated capital calls, settlement, and distributions
- Per-record security enforced by B5 Secure
- Clean, audit-ready reporting
What to expect
A 30-minute walkthrough tailored to your firm, followed by a tailored follow-up. No obligation.
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Educational only. This page is general information, not individualized investment, legal, or tax advice. Rules depend on your account type, transaction, tax year, and circumstances — consult a qualified professional.