According to Tony Stich, Chief Revenue Officer at Entrustody, custodians should function with the sole purpose of driving efficiencies for their RIA customers, by seeking to improve how advisors deliver advice through frictionless experiences, meaningful data and interoperability within their tech stack.
“At Entrustody, we take it even a step further: our goal is to provide custodial services to the extreme point where an advisor shouldn’t need to access our platform as we are so embedded, so deeply integrated, that we don’t disrupt, but rather enhance, an RIA’s unique advice delivery,” Stitch says.
