Portfolio and Custody service
As a provider of Wealth Management Services, you need to manage the full Investor Portfolio life cycle – today, tomorrow and for years to come. Crosskey’s scalable SaaS model simplifies client operations, while API access and web-based technology provide a customizable and future-ready digital infrastructure.
Facilitating top-notch investor life-cycle services
Crosskey’s platform delivers extensive capabilities across a wide range of investment vehicles such as traditional portfolios, ISK, IPS, and Equity Savings accounts for managing securities, funds, and sophisticated investment options such as derivatives and structured products.
Business support encompasses multi-currency clearing and settlement, automated interaction with clearing houses and custodians as well as corporate actions management and collateral management for margin trading. Our integrated order management component facilitates direct liquidity access, complemented by API-based integration to any web portal.
In terms of investor services, the platform provides functions such as, savings plans, interest calculations, tax return assistance and streamlined reporting – all naturally aligning with compliance rules.
Eva Thelin
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See how Crosskey can support your goals – whether you’re modernising, scaling, or launching something new.
