COMING SOON
Custody Operations
Back-Office Capability That Scales With You
Custody operations, as a service
Building custody operations in-house is expensive, hard to scale, and exposed to key-person risk. Retired.com offers institutional-grade custody operations as a service, so you can deliver custody-quality capability without owning the back office.
Daily Reconciliation
Transaction Processing
Trade settlement, deposits, withdrawals, transfers, and corporate actions handled with dual-control workflows.
Reporting and Statements
Client statements, advisor reports, and audit-ready data delivered on schedule and on spec.
★★★★★
Top Benefits of Partnering With Retired.com for Custody Operations
Operational Scale
Tap into our full operations stack without hiring, training, or retaining a back-office team yourself.
Resilience and Continuity
Documented runbooks, segregation of duties, and cross-trained operators reduce key-person risk.
Compliance Posture
SOC-tested controls, audit logs, and reporting tailored to satisfy your regulators and auditors.
Transparent Pricing
Risk Controls
Dual approvals, segregation of duties, and exception monitoring limit fraud and error. Business continuity and insurance add resilience.
COMING SOON
How Custody Operations With Retired.com Works
Onboarding
Ongoing Administration
Strategies
Your retirement blueprint, for free
Ready to see how how custody solutions can fit your investment strategy? Start here. Check out our resource center for all things retirement. Written by our specialists, built for investors interested in tax-free growth.
Learn Before You Start with Retired.com’s Custody Content
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Frequently Asked Custody Operations Questions
Who uses Custody Operations as a service?
Trust companies, fund administrators, RIAs, broker-dealers, and other institutional partners that need custody-quality operational capability without building it in-house.
Which functions do you cover?
Daily reconciliation, transaction processing, corporate actions, fee billing, statement and report generation, audit support, and exception management.
How are integrations handled?
We support API and SFTP integrations with major portfolio management, accounting, and custody platforms. Custom integrations are scoped during onboarding.
How are SLAs structured?
SLAs are defined per service line and documented in the operations agreement. Daily cycles, exception turnaround, and reporting deadlines are all explicit.
How do you manage operational risk?
Segregation of duties, dual control on monetary and security-sensitive workflows, daily reconciliation, and documented runbooks. Annual SOC-tested controls and external audits.
How long does onboarding take?
Most engagements move to live operations within six to twelve weeks, depending on integration complexity and runbook scope.
What reporting do you provide?
Operational dashboards, exception reports, daily reconciliation summaries, audit-ready packages, and tailored reports for your internal stakeholders.
What is your fee structure?
Pricing is based on volume, service scope, and SLA tier. A transparent fee schedule is shared before any agreement is signed.
*Based on assets under custody across all retired.com consumer brands as of 05/18/2026.
**Review and rating count is aggregated across public review platforms and app stores for all Retired.com consumer brands. Average platform rating is calculated as the average of displayed ratings and not weighted by review or rating count.
Reviews and media mentions listed on this page include those across all Retired.com consumer brands.
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