Financial Advisors

You work hard to build your client relationships. At CNB Custody, we give you quick and easy access to tools and information you need to maintain those relationships. Our exceptional customer service and quick and accurate processing are just some of the reasons financial advisors across the nation choose CNB Custody for their alternative assets.

Onboarding Information & Tools

Account Set Up

Advisor Services

  • Rep level online access, including reports

  • Feeds to most major data aggregation firms

  • Workflow and form partnerships with AIX, Altigo, LaserApp, Quik, and more

  • DocuSign enabled forms

  • Ability to pay out advisory fees

  • Accessible and responsive customer service