In development
Custodian integrations are actively being built. This page is the standing entry point for updates, beta access, and coverage requests.
Custodian integrations
We are working on direct custodian integrations to bring custody holdings, balances, and account structure straight into Genesis Risk Monitor. If you want to shape the beta or need a specific broker connection, tell us below.
What we are building
Direct custodian connections, beside the existing broker integrations.
The goal of custodian integrations is to simplify Advisors workflow and integrate custody data into risk analytics, without manual reconciliation. Custody holdings, account structure, and balances will flow into the platform.
- Direct, read-only custody connections feeding the your analytics surface.
- Custody holdings and balances without manual reconciliation.
- One intake path for custody accounts.
Read-only by design
Like the broker directory, custodian connections stay read-only so portfolio analytics run on synced holdings.
Unified analytics
Once synced, custodian holdings feed your platform and analytics.
Beta access
If you wish to be part of the beta testing, contact us.
Beta participants shape the priority custodians, the data shape that matters for their workflows, and the review cadence that fits their team. Use the form below to apply and we will follow up with the next steps.
Want a specific broker that is not in the current directory?
Tell us which broker your portfolios sit with and we can review the next integration priority, the coverage your workflow needs, and the best onboarding path into Genesis Risk Monitor.
Contact us
Tell us about your custodian or broker needs.
Send a note about the custodian you want connected or the beta workflow you want to shape. We will route your message to the right specialist and follow up with the next steps.
Prefer email? Reach us at [email protected].