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Wealth Management

Move and manage any assets in a single experience

Work with Prime Trust to keep up with the new generation of investors who want exposure to digital and alternative assets including cryptocurrencies.

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How it Works

Integration with Prime Trust means you can focus on delivering the best user experience possible, while we focus on the flow of funds.

Your Focus
Our Focus
  • 01
    RIA Opens Account

    Compliance Process (KYC/AML)

    Custodial Account Creation

  • 02
    Client Funds Account

    Send funds

    Real-time Bank Balance Checks

    NACHA Compliant

    Receive Funds

    Process Funds

  • 03
    RIA Manages Assets

    Real-time Quotes

    Source Liquidity

    Fiat : Crypto

    Fiat : Stablecoin

    Crypto: Fiat

    Stablecoin : Fiat

    Crypto: Crypto

    Access to ATS and Private Securities

  • 04
    RIA’s Trades Are Instantly Settled

    Settle Transactions Instantly

    Delayed Settlement is Optional

    Settle Fiat

    Settle Crypto

    Atomic Settlement

  • 05
    RIA Stores Assets

    Qualified Custody of Fiat or Digital Assets

    IRAs

    Asset Protection Trusts

  • 06
    Support Your RIAs

    Tax Reporting

    24/7 Support

    Premium Support

    Premium Compliance

All APIs

The One-Stop Shop for Wealth Management
  • Payment Rails

    Payment Rails

    Move fiat with ease and confidence with flexible rails and built-in redundancy.

  • Qualified Custody

    Qualified Custody

    Enable quick, secure, and compliant custody or sub-custody of users’ funds in a variety of account types.

  • Liquidity

    Liquidity

    Access liquidity and create markets for crypto/fiat pairs, securitized tokens, and other alternative assets.

  • Compliance

    Compliance

    Onboard users quickly, confidently, and compliantly with scalable KYC and KYB.

  • Settlement

    Settlement

    Transfer any asset in real-time, 24x7, within the Prime Trust network.

Ready to get Started?

The smartest way to build a fintech company

Prime Trust is the one-stop shop for financial infrastructure for fintech and digital asset innovators.

  • Get Help

    Visit our help center to see frequently asked questions or to submit a request for help.

    Visit Support

  • Start Integrating

    Read more about our APIs and our developer tools to expedite integration.

    Visit API Documentation