Custody is just the beginning.

Your custodian should help fuel growth, not just hold assets. 

Most RIAs treat custody like a checkbox. Necessary, transactional, forgettable. But that mindset could be costing you. It's time to rethink custody—not as a function, but as a foundation.

What RIAs are missing: Hidden costs, missed opportunities.

For years, custody has been viewed as a place to park assets and reconcile accounts. But this limited perspective can create real pain points for RIAs:

• Disconnected systems: When your custodian’s technology doesn’t integrate with your workflow, you waste time on manual processes and miss opportunities to deliver a seamless client experience.
• Poor service: When support is just a call center, not a strategic partner, you might be left to solve problems on your own.
• Lack of transparency: Complex fee structures and hidden charges make it hard to understand the true cost of custody. 

These issues aren't just inconvenient, they're costly. They take your team’s time and energy, slow your growth, and distract you from what matters most: serving your clients.

Custody is just the beginning.

Independence is a mindset. Today, RIAs manage more than $5.7 trillion in client assets, up over 80% in the last decade,¹ as more advisors embrace the power of independence. But true independence demands a partner who simplifies complexity and surrounds you with support.

The most forward-thinking platforms are built for resilience, exploration, and growth, offering a seamless blend of resources and open access to market solutions, backed by a dedicated team that knows your name and understands your vision.

Uncovering the ecosystem.

From onboarding new clients to managing portfolios, you should get one connected experience that integrates every aspect of your business.

The right ecosystem delivers more. It’s a comprehensive suite of solutions designed to support every aspect of your business:

• A modern, open-architecture platform that enhances your workflow and scales your operations.
• Custom portfolios and tailored strategies designed to complement your advisory approach.
• Personal trust services, banking and lending solutions, and alternative investment custody to support complex planning needs.
• Practice management resources, business consulting, strategic partnerships, and access to a network of engaged community members to help you grow, scale, and adapt.

With the right partner, you gain more than a platform. You gain a strategic ally invested in your long-term success.

Important information

¹Source: Charles Schwab Advisor Services, “No one is staying in their lane, and that’s a good thing,” February 2021.

Custody and Trust services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company.

Investment services are provided by SEI Investments Management Corporation (SIMC) a wholly owned subsidiary of SEI Investments Company (SEI).

There are risks involved with investing, including loss of principal.

Platform Services provided by SEI Global Services, Inc. (SGS). SGS is a wholly owned subsidiary of SEI Investments Company (SEI).