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RIAs & advisors

You go above and beyond to deliver exceptional client service to your clients. Why shouldn’t you expect the same from your custodian? At Fiduciary Trust International, you will receive a dedicated and experienced professional, not an 800-number, as your primary contact. You will benefit from a personal relationship and a simple, transparent fee structure.

How we can help you

We have the expertise to handle complex transactions and activities, including partnership accounting, recordkeeping of alternative and unique asset types, customized reporting and other accounting solutions.

Seamless administration

As a trust company, we can deliver separate principal and income tracking and support complex trust, entity, and retirement account structures. The result is a simplification and reduction of administrative burdens for you and your client trustees and account owners.

Comprehensive reporting

We offer flexible reporting solutions in a variety of formats to accommodate your needs, along with client statements, online reporting via web or mobile app, data downloads and transmissions to interface with other service providers. 

The work we do for RIAs & advisors

  • Master custody services
  • Safekeeping assets
  • Data aggregation
  • Worldwide security settlement
  • Cash management solutions
  • Corporate action processing
  • Class actions processing
  • Comprehensive accounting, reporting, and performance measurement
  • Customized reporting
  • Data transmission
  • Tax services

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Contact us

Learn how we can help you more efficiently service your assets and manage your administrative needs. 

Speak with a custody relationship manager
Speak with a custody relationship manager