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Segregated Institutional

Get retail level dealing, settlement and custody services for your business, whether you’re a digital wealth management provider or a discretionary investment manager. Your clients' holdings, books and records are segregated, and client money is securely taken care of.

The WBS Segregated solution is built to meet the needs of you and your clients. Leveraging the functionality from our dealing and custody solutions, combined with full regulatory permissions, you can trust us to simplify the management of your segregated books and records with our proprietary back and middle office tools. The solution provides segregated dealing, settlement and custody services for digital wealth management providers and discretionary investment managers (DIMs) directly or using 3rd-party software at the front end, connected via API.

WBS's comprehensive suite of APIs facilitate the real-time transfer of all underlying books and records and instructions from the client. Seamless onboarding, dealing, aggregation, settlement, custody and handling of client money at the segregated portfolio level, significantly reduces the administration burden on your business.

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Services include

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