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TD Ameritrade wins a $2.5-billion RIA custody client on the strength of its delivery of B-to-B capabilities using Orion, Veo and API

FTJ FundChoice took its assets from a bank in the name of efficiencies aimed at big growth

Author Brooke Southall September 12, 2012 at 4:26 AM
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Dean Cook: In the end it came down to Pershing and TD.

Elmer Rich III

Elmer Rich III

September 12, 2012 — 10:21 PM

Custody is where it’s at. Investments are commodities and poorly performing, service is hard to differentiate, personal relationships are chancy or set in stone, tech is pretty much either a commodity or easily matched — that leaves custody, which can still be a differentiation.

Whether it’s Big Box custodians or boutiques, an RIA firm can offer a truly custom configuration built around client’s immediate needs — today. We call it bespoke or custom custodial services.


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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

FTJ FundChoice, LLC
TAMP
Top Executive: Dean Cook



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