Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • ND Wallet Reviews & Ratings
    14 Ratings
    Company Website
  • PackageX Workflows Reviews & Ratings
    187 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • 8am Reviews & Ratings
    1,242 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • SaaSify Reviews & Ratings
    122 Ratings
    Company Website
  • CXT Software Reviews & Ratings
    70 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    198 Ratings
    Company Website
  • TE Recruit Reviews & Ratings
    639 Ratings
    Company Website
  • SurePayroll Reviews & Ratings
    845 Ratings
    Company Website

What is Kingdom Trust?

Kingdom Trust is recognized as a leading independent custodian that provides cutting-edge custody and escrow services specifically designed for individual and institutional investors alike. Their diverse clientele includes participants of Self-Directed IRAs and Solo 401(k)s, single-member LLCs, family offices, investment advisors, advisory firms, broker-dealers, private equity funds, sponsors, and a range of investment platforms both domestically and internationally. The firm's institutional pooled investment vehicle (PIV) custody service offers a customized solution that caters to various sectors, including private equity, private debt, digital assets, venture capital, and fund of funds. Furthermore, Kingdom Trust excels in providing custodial services for qualified taxable accounts and separately-managed accounts (SMAs), along with services for government-regulated, FATCA-registered, and IRS-recognized 402(b) plans, assisting clients in meeting SEC regulatory requirements. This extensive custody framework not only facilitates compliance but also paves the way for investments in alternative assets such as digital currencies, real estate, precious metals, and private equity. By presenting these varied investment avenues, Kingdom Trust enhances the portfolios of its clients while maintaining rigorous adherence to industry standards. Ultimately, the firm's commitment to innovation and compliance positions it as a trusted partner in the evolving landscape of investment services.

What is FinlogiK?

Finlogik is transforming the investment landscape by providing innovative and cost-effective online resources and automated solutions that allow both conventional firms and self-directed investors to enhance their operations while staying attuned to the disruptive changes in the financial sector. In collaboration with a process-driven asset manager, Finlogik enables users to develop and manage effective investment strategies that are both economical and suitable for retail and institutional investors alike. Through the use of sophisticated analytical dashboards, clients can access benchmarking tools, detailed reporting features, and powerful data processing capabilities that facilitate the assessment of portfolio risk, exposure, and overall performance. Finlogik’s versatility extends to managing a diverse range of financial instruments, from simple publicly traded securities to complex over-the-counter products, thereby encompassing stocks, futures, options, fixed income, money market instruments, foreign exchange, and fund units. This extensive adaptability allows clients to confidently and efficiently navigate the intricate landscape of financial markets while making informed decisions. Ultimately, Finlogik stands out as a vital partner for investors seeking to thrive in an ever-evolving investment environment.

Media

Media

Integrations Supported

Crypto Backoffice
HedgeGuard Crypto

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

$1 per month

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Kingdom Trust

Date Founded

2010

Company Location

United States

Company Website

www.kingdomtrust.com

Company Facts

Organization Name

FinlogiK

Date Founded

1998

Company Location

Canada

Company Website

www.finlogik.com

Categories and Features

Crypto Custodians

Not specified

Categories and Features

Hedge Fund

Portfolio Management

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Risk Management

Popular Alternatives

TrustVault Reviews & Ratings

TrustVault

Trustology

Popular Alternatives

Allvue Reviews & Ratings

Allvue

Allvue Systems
Genesis Reviews & Ratings

Genesis

Genesis Global Trading
Obsidian SmartDocs Reviews & Ratings

Obsidian SmartDocs

Obsidian Suite