Partner Types

Data

Tiers
Preferred Plus

Fiduciary Trust International

Fiduciary Trust International’s custody services and integration with Addepar provide high-quality data and an objective partner for custody services.

Fiduciary Trust International’s long-term collaboration with Addepar provides advisors with a premium, feature-rich data feed. This feed supports multiple currencies, separates principal and income, includes in-depth cost basis information, and provides transactions as of trade date. As a result, advisors get the deep insights they need to deliver robust reporting internally and to clients. Additionally, Fiduciary Trust’s custody and administration services give advisors and their clients reliable expertise and support to execute trust directives.