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5 results for “custodian”
Developing internal portfolio tooling for a solo RIA. Seeking advice?
A freelance developer built a custom internal portfolio management tool for a solo registered investment advisor (RIA), focused on data ingestion, normalization, and FX conversion — with no trading, client-facing features, or performance reporting — and is now seeking compliance and operational feedback ahead of consultant review.
Aug 30, 2026
Investment operations: where does reconciliation still require manual work?
A Reddit user is soliciting firsthand operational insights from finance professionals about persistent manual reconciliation challenges in investment operations, specifically to inform product development with a Finnish family office.
Aug 10, 2026
Megabackdoor Roth rollover from Voya
A Reddit user asks for firsthand experience with executing a megabackdoor Roth rollover from Voya’s 401(k) platform, specifically regarding whether Voya issues one or two checks when rolling over after-tax contributions and associated taxable earnings to separate custodians.
Aug 6, 2026
ESMA to review the resilience of crypto custodians
ESMA, Europe's capital markets regulator, has announced a review of crypto custodians' operational resilience and governance — signaling regulatory scrutiny ahead of potential rulemaking or enforcement action.
Jul 10, 2026
Climate Impact X approved as custodian for Abaxx carbon futures
Climate Impact X (CIX) has been approved as a custodian for Abaxx Exchange’s carbon futures contracts — a regulatory and operational milestone enabling CIX to hold and safeguard underlying carbon assets backing those derivatives.
Jul 10, 2026