Enterprise Grade Microservices
WealthCabinet® Financial Technology, LLC. (CUSO) is a provider of customized SaaS embedded wealth technology solution and infrastructure for credit unions.
Investing, Custody, Clearing & Liquidity Infrastructure
Comprehensive infrastructure for credit unions that enables trading, secure asset custody, and efficient clearing services to deliver seamless investing
We provide high-performance end-to-end embedded brokerage infrastructure solution, designed to support various levels of complex business models. Our solutions includes multi-custody, clearing, and multiple liquidity venues.
Our core engine and chassis support various business models including direct to consumer retail investing, automated WealthTech solutions, institutional algorithmic trading functionality, and market data distribution.
Our cloud-based self-directed brokerage platform offers both mobile and web-based user-experience customized under your brand to empower your members and clients to manage their self-directed investments.
Brokerage Solution Features
Deliver new growth opportunities, deeper engagement, and long-term loyalty by giving users seamless access to investing
Guided Investing Chassis
Our Guided Wealth Chassis solution is fully open architecture and can support any guided investing strategy for your institution. It offers all the full infrastructure features and functionality you will need to provide your members with an intuitive.
Trading, Execution, Clearing And Custody API
Our multi-asset trading, clearing and custody API offers turnkey integration, and easy configuration – Stocks, Options, ETFs and Fractional Shares. We handle execution, custody and clearing in most asset classes for FinTech and FinServ platforms.
