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Custodial Partners

Connecting advisors to custodians.

InvestLink allows advisors to configure the investment offering suited to their clients’ needs. It allows Aspire to serve as an objective service provider, offering investments without the potential for the conflicts of interest that many other firms encounter.

The centerpiece of Aspire’s open-architecture solution is the freedom to:

  • Select a custodian – work with the industry’s top custodians for competitive pricing and ancillary support services.

  • Select any available investments by designated custodian – allows access to thousands of brand- name mutual funds, ETFs, collective investment funds (CIFs) and stable value funds.

In addition, Aspire supports a variety of non-standard assets, fixed annuities, unitization services and third-party investment managers.

Aspire's Custodial Partners

Matrix (MG Trust) provides mutual fund processing and settlement services through the most automated and cost-effective transaction processing available. Serving more than 300 institutions, MSCS has over $300 billion in assets on its platform, making it one of the largest mutual fund processors in the industry. In 2006, the National Securities Clearing Corporation (NSCC) named MSCS the leading automated mutual fund clearing platform provider for the sixth consecutive year—setting a new industry standard.


TD Ameritrade Trust Company (TDATC) is a wholly owned subsidiary of TD Ameritrade Holding Corporation offering asset custody, trust and comprehensive back-office support services to a wide range of plan types. Through our commitment to personal service and our open architecture investment platform, our goal is to give plan sponsors the flexibility they need to offer their employees powerful benefits.

Schwab Trust (CSTC) provides comprehensive trust, custody and clearing services. Meet the needs of your clients through a full spectrum of integrated trust, custody and clearing services. As an advocate for true open architecture and transparent pricing, you can provide the right services at a competitive price. Solutions for any size plan. We support plans of all sizes with a choice of offerings ranging from simple custody to comprehensive directed trustee services.

Benefit Trust Company (BTC) is a leading national provider of trust, custody, and fiduciary services for company retirement and benefit plans, banks, public entities, and registered investment advisors. Our firm is grounded in the single-minded focus of helping our clients to manage risk, while simultaneously improving profitability. Our expert team combines objectivity, independent insight, disciplined processes, and total fee transparency to help our clients mitigate their risks and manage the complexities of their fiduciary commitments. We receive tremendous satisfaction from knowing that our clients embrace these values as much as we do.

Mid Atlantic Trust (MATC) is part of the Mid Atlantic Capital Group of companies that collectively serves over 150 intermediary bank trust departments, insurance companies and TPA firms. MATC provides first-rate trust, custody, trading, paying agent, and directed trustee services. The Mid Atlantic group of companies services over 40,000 plan, trust, and investment accounts with approximately $35 billion in assets. For our TPA, insurance and trust company partners, Mid Atlantic Capital Corporation, member FINRA/SIPC, clears and settles over 1,000,000 fund transactions per month through the National Securities Clearing Corporation (NSCC) using Fund/SERV®.


Pershing, a BNY Mellon company, and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers. A financial services market leader located in 23 offices worldwide, Pershing is uniquely positioned to provide advisors and firms global insights into industry trends, regulatory changes and best practices, as well as shifts in investor sentiment and expectations. Pershing provides solutions—including innovative programs and business consulting—that help create a competitive advantage for our clients.

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