COMING SOON
Custody Operations
Retired.com Custody Operations delivers the day-to-day administration, reconciliation, and reporting that keep custody relationships running. Built for institutional partners who need operational scale without building it in-house.
★★★★★
COMING SOON
How It Works: Onboarding With Retired.com
1. Discovery Call
Walk us through the trust structure, asset mix, and beneficiaries. We confirm fit and scope.
2. Onboarding
Trust documentation review, asset transfer planning, and dedicated trust officer assignment.
3. Ongoing Administration
Statements, fiduciary reporting, distribution management, and tax coordination on a defined schedule.
Top Benefits of Partnering With Retired.com
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
Pricing tied to volume and service scope, disclosed up front.
Explore Custody Operations Strategies
Your Custody Operations Blueprint, for Free
Considering whether to build, buy, or outsource custody operations? Our resource center has frameworks and case studies for institutional decision makers.
Learn Before You Choose with Retired.com’s Operations Content
The latest insights on custody operations, reconciliation best practices, and outsourcing decisions for institutional teams.
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Frequently Asked 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.
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