Blaze Portfolio Blog 5 Features of Multi-Custodial Software for RIAs

These must-have features build efficiency and cohesion. Multi-custodial software allows seamless trading across multiple client portfolios, avoiding uploads, spreadsheets and manual account allocations. RIAs know their tech has to be nimble and easy to use. But what features in multi-custodial software for RIAs matter most? 1. Easy segregation of data With years of integration experience, [...]The post 5 Features of Multi-Custodial Software for RIAs appeared first on Blaze Portfolio.