Solutions
Institutional Dealing & Custody
Custody-Powered Automation. Expanded Possibilities.
By operating under our WBS's regulatory permissions as custodian, we can fully automate clients' asset servicing requirements. This also allows access to our fractional ETF service as well as enabling the addition of funds to the dealing capabilities.
Get safeguarded custody services for your clients, in addition to the WBS automated trading solution – available via FIX, web portal, SFTP or telephone calls direct to the dealing desk. Simplify and streamline your processes thanks to the automation of all asset servicing functions with our proprietary platform, EOS. You’ll also be able to offer the added ability to trade funds and use our bespoke Fractional ETF Trading module as a standalone, or alongside your other investments.
WBS provides dealing, settlement custody services to retail platforms, stockbrokers, asset managers and wealth managers. Our custody service includes; reporting to you on corporate actions, dividends and transfers. You will have access to real time balances and transactions.
Services Include
Clients can also choose from a wide range of additional services to enhance their proposition and customer experience.
Execution Quality
Robust controls and processes designed to consistently deliver demonstrable best execution. Read More
APIs
Flexible aggregation technology designed to simplify administration and reduce operational costs. Read More
International Coverage
Broad international coverage across European, US and Canadian listed securities. Read More
Aggregation
Flexible aggregation technology designed to simplify administration and reduce operational costs. Read More
Fractional ETF Trading
Award-winning fractional ETF trading designed to increase access and investment flexibility. Read More
Fund Dealing
Extensive fund dealing and administration expertise supporting large-scale assets in custody. Read More