Custody,
without
the lag.
The award-winning, AI-native custody and investment platform for wealth managers and advisers. Designed, built and operated by a team with decades of experience in custodial platforms and operations.
A custody operation you can watch working.
Settlement, reconciliation, corporate actions, and reporting: event-driven, continuous, and visible. Not a batch job you wait overnight for.
The platform processes the routine with precision and puts experienced people on the exceptions. Everything it does is timestamped, reconciled, and auditable.
Three jobs, done precisely.
We handle the complexity of custody, settlement, and administration, so your firm can spend its time on clients, not operations.
Custody & safekeeping
Secure holding of client assets with full segregation and robust controls. Daily reconciliations, real-time position monitoring, complete audit trails.
Explore custody → 02Trading & settlement
Trade execution and settlement across every market, with straight-through processing where possible, and experienced people on the exceptions.
See the operations → 03Administration & reporting
Corporate actions, income, ISA administration, and full portfolio reporting, with API connectivity into your existing systems.
View reporting →The same proven custody model, ready for the intelligent era.
Our platform is event-driven and API-first by design. Automation handles the routine with precision while experienced operators own the exceptions. That means intelligence can be applied across reconciliation, reporting, and client service without bolting on separate tools, and without putting client assets at risk.
Experienced team of operators.
WealthVector is built by a team with experience of building and operating Model B custodial platforms.
That means FCA-approved leadership across compliance, operations, engineering, and client services, deep CASS expertise, and a team that has processed the transactions, managed the reconciliations, and handled the exceptions at scale. We know what works, and what doesn't.
Built by operators who have done this before, and built differently because of it.
What we're announcing, and what we're thinking.
Announcements from the firm, and occasional notes on custody, technology, and the intelligent era.
See what you're missing.
Take the audit, or just tell us about your firm. Either way, we'd like to hear from you.