SUBSCRIBE launches system integrations with Fidelity Investments, Schwab Advisor Services, Goldman Sachs Custody Solutions
The enhanced custodial integrations include Fidelity Investments, Schwab Advisor Services, Goldman Sachs Custody Solutions, and 10+ others that are innovating alternative investment asset custody for wealth managers. Wealth managers with meaningful allocations to alternative investments tend to choose these integrated firms more than other custodians.
SUBSCRIBE pursued deeper integrations to achieve STP for alternative investments orders, data, and document delivery that allow any wealth manager to:
- seamlessly place alt fund orders via SUBSCRIBE
- deliver transaction data, custodian forms, and subscriptions via APIs
- sync client account information from custodian systems into SUBSCRIBE
- custom brand the signature experience via an embedded DocuSign engine
- integration supports semi-liquid, interval, and draw-down fund universe
The solution removes duplicative workflows and manual processes, giving wealth managers a fast streamlined manner to trade all their alternatives, and execute bulk trades, transfers, & redemptions in a single flow and platform.
Schedule a call with our team to discuss how you firm can activate the new integrations.
ABOUT SUBSCRIBE
SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund administrators. Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in the world on a single platform.
