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Institutional Dealing & Custody

By operating under our WBS's regulatory permissions as custodian, we can fully automate clients' asset servicing requirements. This also allows access to our fractional ETF service as well as enabling the addition of funds to the dealing capabilities.

Get safeguarded custody services for your clients, in addition to the WBS automated trading solution – available via FIX, web portal, SFTP or telephone calls direct to the dealing desk. Simplify and streamline your processes thanks to the automation of all asset servicing functions with our proprietary platform, EOS. You’ll also be able to offer the added ability to trade funds and use our bespoke Fractional ETF Trading module as a standalone, or alongside your other investments.  

WBS provides dealing, settlement (contractual) and custody services to retail platforms, stockbrokers, asset managers and wealth managers. Our custody service includes; reporting to you on corporate actions, dividends and transfers. You will have access to real time balances and transactions. 

Our clients including

Aviva logo Standard life logo Novia logo

Services include

Your business can also choose from a wide range of additional services to enhance your proposition and customer experience.